I am an investor and doctoral student living in North Carolina. My academic studies focus on complex systems, statistics and some aspects of human behavior, but nothing specifically related to the stock market.
My investment thesis is somewhat different than other peoples'. At its core, my belief is that it takes several pieces of information to make good decisions in today's market. Balance sheet analysis, while important, is not enough anymore. After all, millions of other investors are looking at the same information. To get an edge, I try to incorporate information from publicly available data into what is released by companies themselves.
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