After graduating from the Washington College of Law at American University John returned to his hometown of Saint Augustine Florida and began working in private practice. Prior to obtaining his law degree, John received a B.A. in Legal Studies from the University of Central Florida and studied Finance and Accounting at the London School of Economics. As the President of Ancient City Alternatives LLC, a real estate investment company, John's experience in real estate law stems from an interest in real estate investment. As an attorney for Ginn & Patrou, John implements his business knowledge, real estate experience, and legal skills to ensure the best possible results for his clients. John is an active member in the Saint Augustine community and is involved in several community service organizations including the Saint Augustine Sunrise Rotary Club, the Hope for Haiti Foundation, and the Anastasia Baptist Church Youth Program. As a member of the Middle District Court of Florida, John is able to represent clients in matters arising under federal law in addition to Florida law. Website: www.ginnpatrou.com
Now writing under: Cosmon Capital http://seekingalpha.com/author/cosmon-capital/articles#view=regular_articles
My investment philosophy follows that of Julian Robertson at Tiger Management, namely “I believe that the best way to manage money is to go long and short stocks...buy the best stocks and short the worst." Hence, trying to be a long/short generalist is how I would align myself. In writing some for Seeking Alpha I researched hundreds of companies and wrote articles before I became licensed and couldn't write any longer (per FINRA), but have recently returned to commenting and writing. For the first 8 or so months I wrote, my buy/sell suggestions returned ~54%.
Best calls were: Cal-Maine Foods (CALM) and White Wave Foods (WWAV)
Long ideas of interest (as of August, 2015):
I mainly source ideas through the following:
1. Thinking about a company's economics of business in terms of probabilities of value creation
2. Discerning what accounting is artificial growth and what is not
3. Forming a considerably large position in a company to ensure a worthy return
4. Looking for under-followed, undervalued companies with good management and mid-term catalysts in sight
5. Trying to discover underlying paper trails which can lead to a rush of revenue.
To everyone, may you mine the markets well and reasonably expect your return to be correlated with the passion and efforts you put forth, always remembering Munger's words to "profit from always remembering the obvious than from grasping the esoteric."
"There's two ways to win: appreciation to intrinsic value and appreciation from intrinsic value." - Bill Ackman
I work as a Business System Analyst for a global bio-pharmaceutical company based in Illinois. I am a value-investor that looks for opportunities to exploit market inefficiencies to make out sized profits. I generally am interested in the pharmaceutical industry as well as large income producing companies for value investing. Intense research, intelligence, and patience are the keys to having success with this strategy.
My ultimate objective is to leverage the knowledge, experience and relationships of our contributors to introduce our subscribers to profitable long and short investment opportunities in the healthcare sector.
My focus is on identifying and analyzing technically-complicated companies and equities that are grossly over or under-valued.
For the past 40 years, I have been gambling & investing;( seperate occasions, of course.) I have also worked, all along, after a year in vietnam~~~~ I have found out that gambling is more fun than investing or working. Originally, investing was, "Money-begetting-money", by representing public corporations, who knew how to beat the competition. To me, shorting the market and gambling, became synonemous and then, horse racing created the odds. I have no Casino experience......Now the FED and the"casino-House" are, like FEDEX & UPS, Corporations,but; with the stigma of "monopoly. I could easily beat 401k's if I was strictly an investor. My joke now, goes:" I am after more money and more women, but I don't know WHY !?"