Seeking Alpha

Nick Gogerty

Nick Gogerty he has worked at a value based hedge fund, a quant forex desk and debt prop desks, various technology and marketing firms and a deep future science research lab.

His experience and passion runs deeply across multiple market sectors, audiences and geographies.

Mr Gogerty has lived in 6 countries across 3 global regions, solving complex business problems.

Previously, Mr. Gogerty developed commodity hedge fund portfolios and indexes, working as a quantitative developer and trader on a proprietary foreign exchange desk in London. In addition, Mr. Gogerty has been a serial entrepreneur in convergence spaces between technology and media. He has also testified before the U.S. Senate on ...More
  • Description: Independent / boutique research firm analyst. Trading frequency: Infrequent
  • Interests: Bonds, Commodities, Dividend stock ideas & income, ETFs, Energy stocks, Foreign stocks, Forex, Gold, Options, Stocks - long, Stocks - short, Tech stocks
Thoughtful Capital Group Global L/S portfolio manager (capital allocator). Behaviour and systems interaction is economics. Allocation to business with sustainable value creation and internal capital allocation processes. This involves understanding ROIC drivers namely, competitive market clusters dynamics, and margin extraction ...More
The Nature of Value most of the sustained important things can be considered systems. Allocation to a value creation system means understanding it pricing power via a moat. The language of systems helps understand this.
The Nature of Value: How to invest in the adaptive economy. The economy is an adaptive selective process that works just like nature. Understanding how this process works can help one understand the innovation process and the keys to sustainable competitive advantage. Investing or allocating capital is all about understanding how excess economic value is created ...More
Economics Meets New Book The Nature Of Value Jul 10, 2014