I'm interested in detailed and thoughtful analysis. I've been involved in the markets since I was a teenager and I hold an MBA and CFA. I'm currently an analyst and portfolio manager at a investment management firm. I'm fascinated with excellence, understanding and dissecting extraordinary investment performance.
Over 30 years of investing in individual stocks. Extensive business experience with small to mid-size companies, including as CEO. Many hundreds of blog posts on financial and economic matters since 2008. Focus on value with catalysts for upside price action. Background as a physician and pharmaceutical inventor and entrepreneur, however focus now is global and involves almost all economic categories.