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.
I started and led a consumer products oriented consulting firm for 20 years. We consulted with many of the premier companies including KO, JNJ, SJM, CL, BMY, G, MMM, GIS, MO, etc. After selling the business I wrote a book on investing in Great Companies and started an investment firm that managed three mutual funds with AUM of $1.4 billion using the principles outlined in the book that I wrote. The largest fund outperformed the S&P 500 during the five years that I managed the fund.
After selling the funds I have been involved in various ventures including investment management, a country music channel, and purchasing consumer debt.
I AM A NUMBER DUMMY!!
A term I use for the general public MIDDLE CLASS. We are the financially uneducated, unexposed to the stock market and financial investments. Most of us don't even know what the fiscal cliff is. One woman thought it was 70 ft. tall! WOW!
I for one, think we should start teaching our kids financial responsibilities in schools, at an early age. How about a REAL education for once.
Why we need classes like home eck is beyond me. Cooking & sewing?? Read the box & microwave it! I for one support a small tax on investment income to support financial education in public schools. Could help save America.
I'm coming to the game late, so I'm quite aggressive towards growth.
My thoughts on the fiscal cliff?? Shove ur scare tactics where the sun don't shine!!
As for investing, I shoot from the hip. I go with my gut. Common sense goes along way. I don't buy hype. EPS what? What ticker is that?
HISTORY; 20 yrs. prototype machinist. 12 yrs. construction labor, management, owner.
Current; Investments & gardening (yes, profitable..gardening that is ;)
Self directed investor. I run my own investments via an online brokerage account and have been building retirement savings for many years at a brokerage house. Focused on investing carefully with an eye to total return (including return of principal) and proper asset allocation based on input from the writings of the many knowledgable writers on SA. Pimarily investing in non-taxable retirement accounts and always looking for both value (low PE/G ratio) and how to avoid or offset undue risks. That said, I am open to GARP, Dividend Growth, International, and contrarian investment approaches. Working towards a more concentrated portfolio over time to enhance returns. Some day I may write on SA.