HS: Key West, FL College: BA (Accounting and Economics) Augusta State University, Augusta, GA MBA (Management) Augusta State University, Augusta, GA Major Positions Held: Director of Labor Relations, Department of Defense Education Activity Senior Manager, Information Handling Services, Inglewood, CO Director of Labor Relations, Washington, DC Public Schools Self Employed Consultant -- Homeland Security (TSA), Departments of Navy, DoD, Customs, Marine Corps
I am a highly motivated and a self-starter with a passion for the financial markets. I am responsible for researching and analyzing financial data for Bloomberg's Fundamentals product. The Fundamentals product offers customers Reported and Normalized financials, key analytical ratios, industry-specific data points, and Business Line and Geographic Segmentation data. Additional responsibility is to ensure the consistency, quality and product delivery of the financial dataset for North American IPO companies.
Specialties: Equity Research, IPO, Corporate Finance, Financial Modeling & Valuation, Project Management
Have my own private investing company that builds special financial data bases for company Buybacks, Repurchase, Tender Offers, and Dutch Auctions etc. We can tell if the companies actually activate there programs and if they complete them and at what price. Very labor intense to do.
I have over 20 years of investment and financial management experience, and have actively managed my own investment portfolio for 15 years.
I have held management positions with multiple large companies, including Fortune 500.
I'm a long-term investor. My current portfolio comprises of small cap growth, dividend paying stocks, and high yield ETFs. Largest stock holdings: TSLA (since IPO), KNDI.
I'm fascinating with green technologies, and special situation. Currently electric car companies and China's embrace of NEV are on the top of my list.
Follow me on StockTwits (mnguyen_saa). I frequently post breaking news from China, charts, facts etc. mostly for KNDI, and some TSLA.