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Currently Director of Institutional Sales for Intrinsic Research Systems. Have spent the past 14 years consulting with investment management firms to analyze their equity research needs and develop strategic solutions to enhance their stock selection and portfolio management goals. Have extensive knowledge and experience in presenting numerous investment applications to a variety of investment management firms including; mutual fund companies, hedge funds, foundations, endowments, business schools, banks/trusts, and RIA's. Throughout professional career I have invested my own assets in mutual funds, etf's, equity securities, and options contracts. Investment approach and style is based on evaluating current ...More macro-economic condtions and using fundamental analysis to identify mis-priced or over/under valued securities. A companies current valuation, relative value to industry peers, business model sustainability, barriers to entry, and consistent historical and future growth characteristics are the determining factors whether to invest long or short in individual securities.
- Description: IR Professional. Trading frequency: Weekly
- Interests: Options, Stocks - long, Stocks - short, Tech stocks
Intrinsic Research http://www.intrinsic-research.com/corporateVideo.aspx NEXT GENERATION IN INVESTMENT RESEARCH- intended to address the equity research and analysis needs of portfolio managers, analysts, and equity strategists through a powerful, intuitive, and comprehensive approach to equity decision making. PRODUCT ...More
CAPABILITIES INCLUDE: Advanced graphical valuation tools Powerful analytic displays Unparallel relative analysis capabilities Peer group, portfolio, & sector/industry analysis Regression testing Intrinsic value modeling Tabular displays with integrated graphics Qualitative data, including access to: o Executive bios and compensation o Insider Activity o Merger & Acquisition histories o Institutional Ownership o As Reported and Standardized Financials o Subsidiaries & Property holdings o Edgar filings o Long-term debt and capital stock structures o News and corporate events
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