Seeking Alpha

Marc Melendez

 
ABOUT
I am a Chartered Financial Analyst with over 8 years experience conducting bottom up, fundamental equity research as a generalist analyst covering

Investment Style: Quality Value, Value, Deep Value.

My investment horizon is long term (3-5 years or longer) as the short term nature of many market participants leads to a divergence between fundamentals and market price.

Our circle of competence are businesses with a competitive advantage. This circle of competence leads us to three types of investments in order of attractiveness.

1. Great Businesses with a competitive advantage trading at an IRR above our hurdle rate.

2. Good Business which may not have a competitive advantage ...More
SNAPSHOT
  • Description: Full-time Investor. Trading frequency: Infrequent
  • Interests: Foreign stocks, Stocks - long, Stocks - short
COMPANY
Reperio Capital Research Reperio Capital Research is an independent research firm offering an investment newsletter, bespoke research services and financial writing services.

Please visit us at www.reperiocapital.com
BLOG
Reperio Capital Research's Adventures in Value Investing Investment Process Thoughts, Investment Ideas and other Random musings
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LATEST STOCKTALK more »
SMG Indium An Undiscovered Asset Play With An Activist Investor Trying To Close The Discount $SMGI http://seekingalpha.com/a/16eeb Jan 29, 2014