I am a CFA Charterholder and a management consultant in corporate finance and control. I am a Partner of GEA Consulenti di Direzione, an Italian consultancy boutique providing services to several of the most famous Italian companies. I help clients:- define their business plans- improve their economics and financials in several ways - NWC optimization, pricing and profitability analysis, cost reduction- make strategical and due diligence analysis- design financial planning and management reporting models
After I graduated with a Master in Finance, I lived in Chicago for 1 year. It was here I understood, thanks to some great people, the importance of valuation.
In addition, I have obtained CFA level 1 and have already started my own valuations.
My experience as an investor is minor. I started with a Forex when I was seventeen, where I lost some money. I did not know anything about valuation, research, or risks. It has been one year since I have started investing in Italian stocks.
I feel that my job here is to use my Italian background to evaluate Italian companies and bring interesting information from Italy to those who are looking to invest in European stocks.
I use value investing methods of analysis to search out undervalued companies using a combination of financial analysis and a qualitative assessment of management, industry & company fundamentals and circumstances to evaluate the odds of a successful investment. Emphasis is currently on consumer non-durables with strong brands and market shares, but there is no limit to such investments only. Past investments have included oil companies, consumer retail and consumer durables.
----->Top Idea #1: Zooplus, publ. Oct. 24th 2014, return since: +116.3%
----->Top Idea #2: Coca-Cola Bottling Co., publ. May 20th 2015, return: +72%
(calculated as of Sept 30th 2015)
I try to generate a couple of high probability ideas (2-3) every year and take very concentrated positions based on those ideas. Over the past 8 years this strategy has generated a 22,87% compounded average return net of all costs and taxes on my investment portfolio, with the strongest returns mostly during the past five years.
Current sectors under coverage by me at Seeking Alpha:
-personal & household goods
Disclaimer: all investment analyses and information written and published by me, as well as all comments, should not be considered as investment advice or used as such. All readers are strongly urged to perform their own research and due diligence on the equity shares and other investment products I have written about. I have no business or any other forms of relationship with the companies featured in my analyses, unless explicitly stated so in the article disclaimer.
I am a CFA Charterholder and a management consultant in corporate finance and control. I am a Partner of GEA Consulenti di Direzione, an Italian consultancy boutique providing services to several of the most famous Italian companies. I help clients:
- define their business plans
- improve their economics and financials in several ways - NWC optimization, pricing and profitability analysis, cost reduction
- make strategical and due diligence analysis
- design financial planning and management reporting models