BS in Engineering & Economics from The University of Virginia -Series 65 Certification Holder -2016 Level II Candidate in the CFA Program Interested in discussion and ideas from any/all investment sectors, but my own research focuses primarily on REITs at this time. I have experience with long & short equity investments, as well as equity and index derivatives.
I am a market enthusiast who enjoys well crafted analysis. Currently, I am completing a degree in finance in New York while applying mastered curriculum to the real world. I have some experience in research for niche boutique funds, plus some corporate side planning. I spend most of my spare time studying Seeking Alpha articles as well as other market news.
My investing focus will be on long ideas that I believe the markets have grossly undervalued and have near-term catalysts.
This is a pseudonym. Started my career in structured finance, moved into corporate debt, and now equities. My investment style is focus on the fundamentals and figure out what the company is worth. Writing is a way for me to gather feedback and information, rather than convincing someone else to buy or sell. Please feel free to message me. thanks
BS in Engineering & Economics from The University of Virginia
-Series 65 Certification Holder
-2016 Level II Candidate in the CFA Program
Interested in discussion and ideas from any/all investment sectors, but my own research focuses primarily on REITs at this time.
I have experience with long & short equity investments, as well as equity and index derivatives.
Retired English prof & scuba diver (instructor certification) living on investment income, pension and Soc Sec. Now entering my geezer years and every day is like Christmas. More of an income/dividend investor, especially with closed end funds and preferreds, but pay intense attention to moving averages on etfs. On the fringes I speculate with options from time to time -- but I'd have more money today if I'd never heard the words "calls and puts". Political beliefs tend to be center-right, but growing weary of it all. Active member of the Morningstar discussion groups. Happily married to my beautiful, mail-order Latina bride; just celebrated our 12th anniversary. Grown daughter from first marriage happily got a good job at last and is now off dad's payroll .... almost. Now living the best years of my life. Other than travel and veterinary bills, I try (not very successfully) to live simply. The greatest luxuries are leisure to read and no financial worries. The greatest lament: slow physical deterioration and losing friends as they drift away. Discussions with intelligent people on the internet are a great help.
Favorite recent books: Tom Wolfe's A MAN IN FULL. Steven Gains' PHILISTINES AT THE HEDGEROW, MY SOUTHERN JOURNEY by Rick Bragg. Lastly I'll add SECONDHAND TIME by Svetlana Alexievich, tragic oral histories from the last of the soviet people.
(The photo is of me outside a Paris cafe, watching the nightlife pass me by.)
I am an individual investor focusing on capital appreciation, dividend and income streaming.
In so doing, I research extensively on broad and micro aspects of equity values, industries' trends and overall economic and political indicators that will tend to affect market trends.
I currently trade in an actual stock portfolio on Merrill Lynch's platform and have an actual annualized return track record of 25% over 4 years trading. My main focus in investing is geared towards stocks in techs and futuristic trends, biotech's, internet and social media, gaming, energy and real estate sectors.
I have a B.S. degree in Finance from Arizona State University's College of Business.
I have also been an executive in Banking and the Retail and Fashion industries as well as a successful business owner and entrepreneur.