Jake Huneycutt is a former Portfolio Manager. Jake holds an MBA degree with a concentration in finance from Emory University. He earned a Master of Accounting degree from the University of North Carolina at Chapel Hill. He received his B.A. in History from East Tennessee State University. Jake is originally from Johnson City, TN and currently resides in Atlanta, GA.
Ex pro athlete turned entrepreneur. Founder & CEO at BizON, an online marketplace where people can buy, sell and grow businesses or franchises every day. He is a thought leader on digital marketing & entrepreneurship through acquisition and a mentor to many entrepreneurs.
Retired investor, focused on DGI (including REITS), invested in SWANs and moats w strong balance sheets/cash flows that are steady growers. With these investments, holding period is long-term making it easier to own a great company issuing dividends regardless of manic-depressive Mr. Market correction/bear market gyrations. Currently reinvesting divvies in deferred accounts. Compounding, 8th wonder, but div reinvestment with div growth = exponential returns = 9th wonder!
I am a partner in Hong Kong based GFM Group that provides investment research to professional investors and capital markets training to finance professionals.
I also manage a private investment firm called Lexington Wall Partners that invests in value and special situation opportunities globally.
I have nearly 20 years of experience in finance, having held capital markets and corporate finance positions in New York, London and Hong Kong. I hold two masters degrees in finance from London Business School and Asian Institute of Management / McGill University.
I am a believer in value and special situations investing. I am a bottom up investor, and tend to look for "low risk, high optionality" type of opportunities. For me, risk is permanent loss of capital, not volatility or temporary drawdowns. I also tend to gravitate towards moderate concentration with 15-20 positions. I avoid margin leverage, try to keep my turnover below 15%, and express my positions through stocks, bonds or listed options.
My edge comes from three sources.
a) Having an investment holding horizon of around 5 years, which gives me the benefit of lower investor competition.
b) Deploying unleveraged sticky capital which gives me enormous staying power and an edge over mutual and hedge funds who manage shorter term capital in general.
c) My ability to deploy both my corporate finance and trading experience in evaluating an opportunity, which sometimes enables me to find obvious mispricing.
I believe that investing successfully is like running a marathon. Its a result of hard work, Charlie Munger's "worldly wisdom" and luck. Its a discipline where experience is cumulative - I make better decisions than I used to, my learnings from the past strengthens my current research.
My heros are investors like Joel Greenblatt, Mohnish Pabrai, Marty Whitman, Charlie Munger and of course, Warren Buffett. I admire not just their investment acumen but also their generosity in educating the world in the craft of prudent investing.
My LinkedIn profile is hk.linkedin.com/pub/anand-batepati/0/558/736/
I'm a financial auditor that holds a BA in accounting and a MBA. I'm interested in where value can be realized. This could be a small or large cap company selling at favorable EV/EBIT or a special situation/event driven investments. Warren Buffet once said, "You have to turn over a lot of rocks to find those little anomalies" and I hope to do this.
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Having recently started building a long term strategy for a dividend growth portfolio, I am interested in improving and learning better ways to identify and evaluate the future great dividend stocks.
I put a lot of faith in numbers and math, but where I need improvement is avoiding this garbage in and garbage out tendency and better understanding FCF valuations and projections.