Buy and hold long term investor with a high concentration portfolio. Each year, I filter my ideas down to one or two stocks and build large positions in them.
As a student, I'm 75% Graham, 25% Keynes. I don't try to time the markets and rarely trade or sell.
David Sims is the managing member of RidgeHaven Capital LLC. We prefer distressed equities and value investing. The firm was established to manage wealth with an eye on fundamental value, but also an understanding of technical trends and market behavior.
David is a Certified Public Accountant and previously worked as an auditor at a Big 4 accounting firm, SEC Reporting Analyst and financial systems administrator at a small private company.
Find the Sims On Finance Investing Podcast on iTunes, Tune In Radio, and Player FM radio.
I was born in Finland, raised in France and I have studied in Germany, the UK and the USA. I have a passion for finance and been actively managing my own portfolio of traditional and alternative investments since the age of 14. I have been very entrepreneurial since an early age and started my first company in the retail sector at the age of 16 in France and later acquired my first investment property at the age of 18 in Germany.
I constantly search for businesses with above average economics selling at below average valuations. My investment horizon is always long and my philosophy contrarian. I dedicate most of my analytical efforts to segments of the financial markets that are likely to present the most inefficiencies and focus on industries where I can have a competitive advantage over other investors. From my past entrepreneurial ventures, I have developed a strong understanding of the real estate, retail, and restaurant sectors and as a result tend to focus on these. My international background also gives me a certain edge over other investors as it provides me a superior understanding of the differences between European and American markets which help me to identify superior opportunities in a broader universe of securities.
I put lots of emphasis in getting a strong educational background in traditional assets as well as in alternative assets. I am a CFA Level II Candidate, hold a B.Sc in Construction and Property Management and will graduate with a second B.Sc. in Real Estate Asset Management in March 2017
Don't hesitate to reach out.
DISCLAIMER: Jussi Askola is not a Registered Investment Advisor or Financial Planner. The Information in his articles and his comments on SeekingAlpha.com or elsewhere is provided for information purposes only. Do your own research or seek the advice of a qualified professional. You are responsible for your own investment decisions.
Otzar Capital Advisors is a group of former Wall Street sell-side equity research analysts, with over 10 years of experience at top banks including Barclays and Credit Suisse. Our team also includes a political consultant and analyst who served a number of senior advisory positions in Washington D.C. and abroad. Otzar primarily covers small and mid cap stocks in the Telecom, Retail and Technology sectors. We specifically look for relatively under-covered stocks and opportunities missed by the market and we like to dig and take a deeper look, well beyond what everyone sees which might include site visits and face-to-face meetings with management.
A.J. D'Asaro is a Alternative Strategies Analyst on an alternative manager research team, where he covers international currency, hedge fund replication, long/short equity, and market-neutral strategies. He co-manages a small-cap value investment partnership with the Chicago Investment Association during his spare time. Prior to that, D’Asaro worked at Parallel Advisors LLC, a San Francisco based registered investment advisor.
D’Asaro holds bachelor’s degrees in economics and business administration from the University of California-Berkeley and the Haas School of Business. During his time at Haas, he managed an investment pool of more than 200 investors using a bottom-up fundamental value strategy.
All articles reflect my personal opinion only and not the views of my employer or any of its subsidiaries.
Data Center Knowledge - Contributor: writing about data centers REITs -- a new and growing asset class -- attempting to bridge the gap between technology & traditional REIT investors.
Researching and writing at the corner of Main St. & Wall St. where real estate often intersects with trends in: technology, ecommerce, office/industrial, healthcare, cloud computing, energy infrastructure & green initiatives.
Recently covered breaking news and actionable ideas REIT ideas for Benzinga "REIT Beat," now Contributor/Sr. REIT Expert. Select articles featured on Investopedia.com, Seeking Alpha, and published on Yahoo! Finance, Google, MSN, Finviz and many other financial portals. Recent Select Freelance contributor for Motley Fool, writing about REITs and real estate topics for the Financial Bureau.
I have over 25 years of experience as a: developer of institutional quality office and industrial facilities, general contractor, homebuilder, managing general partner for private limited partnerships, and have performed consulting and transactional real estate services for others, including entitlements for planned commercial/office/industrial developments.
Past job experience included: V.P. of Energy Services for a Florida based Mechanical Contracting company, which subsequently was acquired by EMCOR (NYSE: EME). Responsibilities included development and "financial engineering" of projects to reduce energy consumption and total cost of ownership solutions, partnered with the two major Florida electric utilities, and private companies, (including Enron Energy Services!).
Education: UCLA - BA Economics, including graduate coursework in Real Estate Finance.
Masters Degree from St. Thomas University - Miami, FL
Focused on upcoming retirement (5-8 years from now). Seeking a portfolio balance of stable dividend growth stocks and capital growth potential stocks. Background: Insurance Underwriter (Property and Liability) and University Risk Manager.
Health Care: JNJ, CAH, MDT, STK, PDCO
Consumer Staples: MO, CVS, KHC, HRL
Consumer Disc: DPZ, MNST, STZ, SBUX, KO, MCD
Tech: GOOGL, AMZN, FB, MSFT, CSCO
Industrial Cyclical: LMT, RTN, BA
Home Building: HD, LOW
Financial: V, MC
Utilities/Telecom: D, VZ, T