Jonathan Bernstein has been a private investor and trader for fifteen years. Before going out on his own in 1992, he spent eight years as a security analyst and portfolio manager at a number of Wall Street firms, including a stint as co-manager of the then $300 million MainStay High Yield fund at MacKay-Shields. He holds a BA in Economics with honors from the University of Michigan, where he was a National Merit Scholar, and an MS in Economics from the University of Wisconsin. Jonathan also interned at the Brookings Institution and the Congressional Budget Office. His writing on international energy markets has appeared in such venues as The New York Times and the Baltimore Sun. Jonathan earned his CFA Charter in 1987. Visit his site: www.TheInsightfulTrader.com/
Interested in technology and financial markets. Undergrad in engineering, MS in Comp Sci and an MBA in finance. Building tools for individual investors to make more informed decisions about the stocks and mutual funds they choose.
Identify businesses that have long-term sustainable growth opportunities and are trading at a good value.
US Air Force Academy, 1967 (Honors); Hastings Law, Univ. of Calif., 1972; California Bar, 1972;
Military defense counsel and felony prosecutor; Armed Forces Staff College,1979; Air War College, 1986; Military Assistant to the General Counsel, Office of the Secretary of Defense, Pentagon; Staff Judge Advocate of Andrews AFB, MD;
Staff Judge Advocate of USAF Fighter Weapons Center and USAF Thunderbirds
Nellis AFB, NV. & F-117 Stealth Fighter Wing, Tonopah, NV;
Staff Judge Advocate of 2nd Air Force (all worldwide strategic reconnaissance);
Retired USAF, Col., 1993;
House Counsel for Radiology, California Department of Health Services; Retired Senior Counsel, California Department of Health Services, 2006.
Education - Washington State University
BA Management & Operations
Date of Birth - September , 1970
Job Title - Attorney + Business Director
Industry - Insurance Actuarial
Investment Experience - 20+ Years
When looking for situations to invest, I primarily focus on stocks that have demonstrated consistent revenue, cash flow, book value, and earnings growth of 20% or higher; and show significant potential for continued growth due to industry trends, internal product innovation, and highly skilled/competent management.
I'm a retired hobbyist who's trying to trying to absorb as many new things about stock selection and investing as I can, with the goal of developing a process to outperform the market long term with reasonable risk.
I'm unsure if I'm up to the task. ;-)
I am an individual investor managing my retirement funds. My investing goal is to preserve my retirement assets while working to increase them through growth and income. I want to expand my knowledge of investment techniques. In this regard, SA articles and comments have been very helpful.
Currently Chief Analytics Officer of Digital Risk, a mortgage industry loss mitigation service. Formerly head of Advanced Analytics at CoreLogic and prior to that head of Products and Analytics at Loan Performance, a boutique mortgage analytics company located in San Francisco.
Education: BA, Rutgers University, MA, University of Virginia and MBA, Stanford Univestiry.
Let's see, Veteran (Vietnam era), Commercial Artist, picture framer, industrial engineer & corporate executive (once upon a time), small business owner and operator, Ayn Rand fan, Libertarian (and no, its not a synonym for "Republican" or "Conservative"), and history buff. Serious investor, I need to earn money from my assets, and I'm of the age where I pull money out to help put food on the table. I like to fish, but just as with my investing, I am a "meat fisherman", I only kill what I plan to consume.
Small tool and die shop owner
Conservative / cautious outlook
Have aversion to any type of debt
Looking to solidify my portfolio in preparation for D-day / next crisis
Area of interest : PM, nat gas, oil and some manufacturing