I run a small, private long/short portfolio. I focus on long term value, with a full expectation of showing paper losses in the short-term. Agnostic on the topic of catalysts. Wary of false precision. Usually ignorant of quarterly results and analyst forecasts. Seeking durable insights on business models and industry trends, and general wisdom.
Retired from 30+ years in the Bureau of Land Management (BLM), a tiny little subsidiary of the US Department of the Interior. Was a wildlife (mostly fisheries) biologist and then as a Natural Resource Specialist for the oil and gas program. I am now pushing a broom for the elementary school down the block for one school year to qualify for Social Security. Then will retire for good, I hope, unless something more interesting comes along.
Over 25 years of experience in the Investment field, as an Investment Analyst, Portfolio Manager and Relationship Management. CFA Charterholder for over 20 years. Fluent in English, French and Spanish. Mainly into Fundamentals , however looking to expand my "Toolbox".
Presently, looking for a employment opportunity.
Organizer of an Arts & Culture, Think Thank and cycling groups on MeetUp.com
Living in southern Ontario (Canada) in a city of 120,000.
Working in higher-ed for the past 30 years.
Certified accountant and experienced in IT but always interested in economics and investments.
Always pretty conservative investor, but gradually become moreso as retirement nears.
Self directed investor. I run my own investments via an online brokerage account and have been building retirement savings for many years at a brokerage house. Focused on investing carefully with an eye to total return (including return of principal) and proper asset allocation based on input from the writings of the many knowledgable writers on SA. Pimarily investing in non-taxable retirement accounts and always looking for both value (low PE/G ratio) and how to avoid or offset undue risks. That said, I am open to GARP, Dividend Growth, International, and contrarian investment approaches. Working towards a more concentrated portfolio over time to enhance returns. Some day I may write on SA.