We have over 60 years of investment analysis experience. We have published investment research from the perspective of the buy side and the sell side. Our work has been used by institutions managing over $1 trillion in aggregate. We have published reports from both the long and short perspective and have worked with the largest short selling mutual fund in the world. We are long term value investors. It is our belief that, contrary to popular opinion, most individual investors and patient professional investors have the best opportunity since the beginning of our investment career to beat institutional and mutual fund managers in terms of risk adjusted performance. The "Information Arbitrage" advantage institutional investors have had is mostly eliminated, while the individual investor still can maintain an edge with "Time Arbitrage". Our goal is to provide institutional quality buy side articles that educate and stimulate investors in the hope of improving their returns. We also are willing to mentor young analysis who wish to improve their analytical skills.
Self-directed investor, managing three portfolios for family members and myself. In the former cases I follow Harry Browne's Permanent Portfolio which is the only strategy I feel comfortable recommending to others. With my own money I pursue the more erratic Ever-Changing Game Plan whose genesis is documented in my articles. After buying a stock I virtually close the stock market and keep only track of the aggregate portfolio performance. Some five years later I carry out a review of the respective position and decide on keeping or selling. My first review was about the Australian REIT GPT Group, next on the list will be the renewable energy plays Energiekontor AG and Alterra Power Corp in 2017/18. In my professional life I am working in the mass transit industry where I held executive and non-executive directorships in different companies and countries.
Retired @ 57, 2011
Part time investor.
US citizen, live in the Pacific NW,
Building a portfolio primarily with dividend growth stocks and CEF's
Long only: KO, MSFT, JNJ, PG, ED, CINF, LMT, ITW, NWN, GD, RTN, PEP, AFL,T, EMR, IBM, XOM, RDS/B, GE, GSK, BP, ARCC, FFC, PDT, ETO, FLC, PFO, HPF, PCI, PDI, PFL, PCN, PTY, PKO, CEN, GLQ, AMLP, GDX and others.
Born and raised in the USA, graduated with a degree in Finance then worked at a multi-strategy global hedge fund for about 4 years analyzing stocks all over the world. In 2007 I left the USA and moved to China to study Chinese and start a business. Now, I am the CEO and Co-founder of eFin which provides wall street level research to main street investors via a proprietary algorithm. Our eFin scoe that takes into consideration hundreds of factors to provide the best period of time to make an investment in a stock.
Nevertheless, my experience working at the hedge fund and running my own business has improved vastly my investment making decisions. I believe Warren Buffett said it best “I am a better investor because I am a businessman and a better businessman because I am an investor”. I have had my share of busts and winners and have gotten wise enough to always look at both sides of every investment no matter how negative or optimistic the situation is.
25+ years experience as an investor. Fundamental, bottom-up approach, research-driven focus; buy / sell; value-oriented; special situations; catalyst investor; expertise in distressed company / bankruptcy analysis.
I choose to analyze stocks based on their cash flow potential and relative value. I strongly believe in value investing and the ability of individual investors to uncover overlooked and ignored companies that have highly promising prospects.
Although coming up with a narrative is a crucial step in the investment process, my belief is that story-telling must always be backed up by quantitative analysis on the part of investor. There should be a constant feedback loop as new information is uncovered.
I have five years of public accounting experience in private equity, technology and real estate sectors and hold graduate degrees in accounting and economics along with CPA license (currently inactive).
"If you need a friend in the market, then get a dog...it's trench warfare out there Sport and in here too..."
"The most valuable commodity I know of ... is information."
"Greed, for lack of a better word, is good. Greed is right, greed works. Greed clarifies, cuts through, and captures the essence of the evolutionary spirit..."
"What's worth doing is worth doing for money..."
- Gordon Gekko
"The Art of Speculation, like the Art of War, is all about Preparation.
Especially once the dogs are unleashed." - Get a Dog ... of War
Emerging Investor is an engineer refining his investment strategy. As an individual investor I seek growth of both my retirement and my taxable accounts. I seek alpha on my own rather than relying on proffessional advisement.
Investment style emphasizes:
- Diversify assets to reduce volatility and risk. - Minimize tax liabilities by portfolio allocation and management. - Minimize the effects of inflation on investments.
Individual Stocks - ETFs - Municipal Bonds - CEFs.
Josh is an experienced businessman, thought leader. Business Development, Strategic Relationships and Servicing. Bringing together the right people to accomplish a common goal, mediation between silos. Clients have ranged from Banks, Credit Unions, leading Independent Advisory firms to Small Business. In corporate life; Billion Dollar goals. Family runs a TPA approx 53 years old. TPA means administration of your 401k plan or Pension Administration & Recordkeeping Services. Our family firm has thrived/survived as 80% consolidation within the market dominated via Paychecks or ADP since 2007 continues. We focus in person and at fractional costs consulting for smaller Businesses and mainly professionals such as doctors to attorneys. Non profit organizations as well. We are a non producing TPA; meaning Advisors pay us as TPA to provide the plan template per example; be present at the sales process to explain the always changing IRS and DOL rules; yet we do not pick investment options. The owner/FA does. No conflicts.
Other past work includes help designing, building and rolling out Nationally Sold financial products, creating and managing revenue generating marketing campaigns, with complete ownership of the entire product roll out and related account to wholesaler experiences. I am well traveled, currently residing near Philadelphia with my family. I am most well expertised within the Financial and Telco sectors. A passionate musical and media related fan - and family.