I write for Seeking Alpha to transfer the investment ideas and concepts cluttered in my head onto (digital) paper. This helps me evaluate future investment ideas (and reiterate current holdings) with much more clarity, while also subjecting them to public scrutiny. I'm also currently a CFA candidate (testing level II). I passed the level 1 exam in June 2015.
I am a Financial Analyst Intern for Republic Asset Management. I am currently a Junior at Florida State University seeking a double major in Business Finance and Accounting. I am a hard working individual with a passion for markets. I primarily seek to identify undervalued companies that are mispriced due to unpopularity.
I am currently a senior finance major in the Belk College of Business at the University of North Carolina at Charlotte and am also an equity analyst and risk manager for our student-run fund which holds $300k AUM. I will be starting full-time in an F25 FLDP post-graduation and am studying for the 2016 CFA level I exam.
I have personally been investing in the retail, auto, and restaurant sectors for four years and utilize technical analysis in addition to fundamental. I am particularly interested in covering and capitalizing on short-to-medium term trends in names that are rapidly rising or declining in popularity with consumers. I primarily tend to cover names I have experience with. Please feel free to email me at email@example.com with any questions, comments, or concerns.
Former Application Systems Engineer at WFHM.
Inventor of the Bubble-Worm® - children's bubble toy
Inventor/Founder of thinkORANGE(™) - consumer electronics
Inventor of MPG Multi Purpose Grill®
Inventor of STAR-Power(™) - automotive industry
Author of LSAT - Learning Stocks And Trading© 2016
Founder of World Jobs Prize(™)
Founder, Iowa Association of 4-Wheel Drive Clubs, Inc.
Began with mutual funds (stock, junk, EM debt) and later branched out into individual securities, ETFs, CEFs, I-bonds and special situations.
Individual security selection tends to favor DGI. Mutual funds favor blue chips, EM stock, EM debt, and junk bonds. ETFs are a mixture of sector indexes and junky credit plays. CEFs include investment grade bonds and junky credit plays (bonds, preferred stock).
Typically held 20% cash but am currently levered.