Jiang is not a value investor nor a growth investor. He believes that it does not matter if a cat is black or white, as long as it catches mice. Jiang has a BSc in Management from Lally School of Management at Rensselaer Polytechnic Institute, and an MBA from Rotman School of Management at University of Toronto. COVERAGE UNIVERSE Chinese Internet/Media: AMAP, BIDU, CTRIP, DANG, FMCN, LONG, JOBS, RENN, SINA, SOHU, SPRD, VNET, YOKU NA Tech/Media/Telecom: AAPL, AMZN, EBAY, FB, GOOG, GRPN, KYAK, LNKD, NFLX, PCLN, RIMM, T NA Consumer Staple/Discretionary: CMG, COH, KO, LULU, MCD, SBUX, TIF, YUM Special Situation: F, TSLA, EDU Email: Jiang_Zhang1@hotmail.com
NMY Investment has an opportunistic value-driven investing strategy. We focus primarily on Asian markets, particularly in Greater China and selectively in Southeast Asia. We emphasize on "margin of safety" in our investments, investing in businesses that are valued at below their intrinsic value. We measure intrinsic value from a company's ability to generate consistent cash flows through business cycles, which is, in turn, impacted by the company's economic moat. We look for catalysts that will enable these shares to realize their fair value in a reasonable period of time, and typically hold our investments for 6-24 months.
vTorch is a small time investor trying to make a decent living. He made his first foray into the investing world by capitalizing on the Asian Financial Crisis. Over the years, vTorch have garnered experience in public market investing (stocks, bonds, convertible, preferred, equity-linked), illiquid investing (mezzanine capital, venture capital and private equity) and currency speculation. vTorch's investments spans the US, UK, China, India, Japan, Hong Kong, Singapore, Malaysia, Thailand, Indonesia and Philippines.
Diversity as a Hedge
International program management and logistics professional with extensive experience in the Middle East, Latin America, and Pacific. Former Marine infantryman.
Investing is my second career. I look for small/mid cap or new companies that have strong leadership and indicators of long term growth such as new products that will fill a future need, expansion plans, international exposure, diverse income, and the like. I very rarely own a stock for less than one year.
Long such stocks as SVBL, XPL, SLV, SAN, NPWZ, FCEL, NRP, NZERF, KMI, GGIFF, MTL, BBRY, DHY, PZG, GTSO, SGF, SINGF, WFSTF, RNFTF and GE to name a few in conjunction with a TSP fully funded yearly.
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