Love the stock market. Look for shorts and longs that are both mispriced and ripe for moving. I've been investing in the stock market for over ten years, primarily on the hedge fund side. I've worked in private equity and like to think about the market, the economy, and society in a broad, sometimes slightly unorthodox way. While I do trade rather actively, and if I had more time, I would increase the level of my activity, I spend a lot of time looking for long-term holdings. I see trading as another asset class for my overall portfolio.
Bradd Kern is a private investor who was previously a PM at Armored Wolf for three years. Prior to joining Armored Wolf in 2013, he was an analyst at Mesirow Advanced Strategies, a multi‐billion dollar fund of hedge funds, where he sourced and monitored long/short, distressed, and relative value credit strategies. Previously, Mr. Kern was a credit analyst at PIMCO, focusing on high yield and investment grade issuers in the automotive, transportation, industrial, and captive finance sectors, and generating trade ideas for a long/short equity hedge fund. He holds an MBA from the University of Chicago Booth School of Business with concentrations in Analytic Finance, Economics, and Accounting, and an undergraduate degree in Economics from Trinity College.
I am an experienced individual investor who has been trading merger arbitrage stocks and options since the 90's. I am a writer with a Master of Science from Northwestern University and I truly enjoy writing articles about the stock market. I try to look for opportunities where the odds are in my favor and there is a definite edge. On Seeking Alpha my articles will aim to provide insight and favorable risk/reward for the readers.However, I am not an investment advisor so any recomendations or ideas I write about in my articles, blogs, or comments shouldn't be taken as investment advice. I recommend using my writings as a starting point to which you should add your own research or that of an investment advisor.
"Any time you make a bet with the best of it, where the odds are in your favor, you have earned something on that bet, whether you actually win or lose the bet. By the same token, when you make a bet with the worst of it, where the odds are not in your favor, you have lost something, whether you actually win or lose the bet."
-David Sklansky, "The Theory of Poker"
A humble engineer and family man. Never been to Wall Street. Not psychic or anything.
The idea behind DCFHub:
I realized one day that it is possible to automatically calculate and track a net present value for just about every stock by simply plugging the analyst consensus growth estimates into a discounted cash flow analysis. So I am doing it.