I am a CPA, CFE and have a BA in finance. I don't like to lose money.
If there are any bank stocks you would like to have regular quarterly/semi-annual coverage on let me know, I add a lot of names throughout the year but want to provide regular coverage for interested readers.
Thomas is a JD candidate at the Wake Forest University School of Law, and a cross-boarder M&A intern at King & Wood Mallesons. He has plans on attending business school upon graduation with a focus in finance. Thomas began investing in 2010 after being referred to the book Rich Dad Poor Dad and has become consumed ever since. Thomas has an investment strategy that focuses on in depth coverage of few companies showing promise of long term growth. Thomas is still very young and has a tendency to be more risk tolerant than other investors.
Starting out Thomas struggled with learning basic concepts of the market, and made some poor decisions from his lack of experience. However, Thomas is beginning to find investment success after settling into aggressive, but diversified, value based approach. Thomas spends extensive amounts of time researching individual stocks before he opens a new position. This research includes factors such as: sector growth, globalization, management teams, products in the pipeline, fundamental base, equitable capital, and many more.
Born and raised in the USA, graduated with a degree in Finance then worked at a multi-strategy global hedge fund for about 4 years analyzing stocks all over the world. In 2007 I left the USA and moved to China to study Chinese and start a business. Now, I am the CEO and Co-founder of eFin which provides wall street level research to main street investors via a proprietary algorithm. Our eFin scoe that takes into consideration hundreds of factors to provide the best period of time to make an investment in a stock.
Nevertheless, my experience working at the hedge fund and running my own business has improved vastly my investment making decisions. I believe Warren Buffett said it best “I am a better investor because I am a businessman and a better businessman because I am an investor”. I have had my share of busts and winners and have gotten wise enough to always look at both sides of every investment no matter how negative or optimistic the situation is.
Ian Shaffer is a Portfolio Manager and the President & CEO of Galliant Capital Management, which manages hedge funds and individually segregated managed accounts. Ian can be seen weekly on Tuesdays at 5pm on BNN’s Market Sense. He can be reached by email at firstname.lastname@example.org.
Tab Williams is a current student at Columbia Business School and a member of the Value Investing Program (40 student program). He earned his B.A. from the University of North Carolina at Chapel Hill in addition to earning a Masters in Accounting from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill. Prior to business school he worked as an auditor for Ernst & Young, LLP where he focused on private equity funds.