Seeking Alpha

Marc Melendez  

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
  • Description: Full-time Investor. Trading frequency: Infrequent
  • Interests: Developed International Markets, Stocks - long, Stocks - short
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SMG Indium An Undiscovered Asset Play With An Activist Investor Trying To Close The Discount $SMGI Jan 29, 2014