I invest (technically) part-time, but I love the markets and immerse myself in them daily. I enjoy writing about my investment ideas as it helps me to organize my thoughts and I am happy to share if it helps others. I invite criticism as it will help sharpen my ideas, so please tell me where, in your opinion, I am going wrong.
Martin von Wolfersdorff is an Independent Consultant since 2014. He specializes in commercial excellence for the chemical industry and has projects in chemical raw materials including titanium dioxide, masterbatch, carbon black and recycled carbon black from tyre pyrolysis. Previously, from 2012 to 2014, he was the Commercial Director Reinforcement Materials EMEA at Cabot Corporation. He was responsible for contract negotiations with the European tyre and mechanical rubber goods industries, geographical expansion and SME market growth as well as reorganization of the distribution network. Mr. von Wolfersdorff was also associated to Americhem from 2010 until 2012 as a sales and marketing director of the EMEA region. He served synthetic fibers (Nylon, PP, PET), artificial turf, PET packaging and engineering plastics industries with custom made master batches and built business activities in automotive interiors through direct up-selling to OEMs. From 1997 until 2010 Mr. von Wolfersdorff held several R&D engineering, technical service and commercial positions at Huntsman, the last one being a Senior Marketing Manager & Business Developer. At Huntsman he specialized in commercial excellence, key account strategies and SME business development in the European paints, coatings, powder coatings, plastics, paper, inks, food/drugs/cosmetics and specialties industries.
My name is Anders Østerø. I am a full time student in economics and a part time law student - thus aiming for two university degrees.
Meanwhile my studies I am a very active investor. I have been involved in intraday trading as well as long term investing. At the time I am too trying to start a family investment fund. The purpose of this fund will mainly be within neutral options strategies and investing in the long term. Primary goal is to strive towards a CAGR (Compound Annual Growth Rate) of 20+%. If this will prove unattainable the purpose is to outperform the MSCI instead.
My interests at the time is primarily within neutral options market strategies and value/growth investing. I am a big fan of investors like Michael Benklifa (Iron condors), Benjamin Graham (Value investing) and Peter Lynch (Growth and value investing).
You can also find me on twitter: https://twitter.com/andersoesteroe (mainly intraday ideas).