Seeking Alpha

Nick Gogerty

 
ABOUT
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 as well as one of the world's largest hedge funds. He is to be a guest lecturer at Columbia's Value Investing program fall 2014 and wrote, The Nature of Value published by Columbia University Press.

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 ...More
SNAPSHOT
  • Description: Investment Consultant. Trading frequency: Infrequent
  • Interests: Bonds, Commodities, Developed International Markets, Dividend stock ideas & income, ETFs, Energy stocks, Forex, Gold, Options, Stocks - long, Stocks - short, Tech stocks
COMPANY
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
BLOG
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.
Book
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
LATEST STOCKTALK more »
http://bit.ly/1zr75dp book combines evolution, value investing, macro-econ & energy rate density flows. http://bit.ly/1j3Ver3 Nov 15, 2014