Seeking Alpha

GARPie

 
ABOUT
Philosophy: Value investor with a tilt towards wonderful quality businesses and management. Careful at trying not to overpay for tomorrow's promises (a bird in the hand is better than two in the bush).

Process: Bottom-up but with one eye open for secular trends. Start with business model / moat, followed by management, and finally valuation.

Experience: Work on the buy-side (long/short public equities)

See Seeking Alpha's policy on anonymous authors.

SNAPSHOT
  • Description: Pension Fund Analyst. Trading frequency: Infrequent
  • Interests: Developed International Markets, Emerging Markets, Stocks - long
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LATEST STOCKTALK more »
Rayonier Advanced Management Still Extremely Attractive $RYAM http://seekingalpha.com/a/1m129 Nov 24, 2014