My goal is to find companies that can employ large amounts of capital at significantly higher rates of return for longer periods of time trading at a reasonable price. I realized my passion for economics and finance in 2007 during a long conversation with a friend about currency exchange rates and their relationship with interest rates. At the time, I was doing my Masters in Biochemistry. Even though I started late in life I went ahead and read as many books as I can related to Economics. I enjoyed so much so that I could not stop there, I went ahead for CFA charter (Level III candidate). I am a biochemist by day and enjoy my free time doing equity research.
Netherlands based non-professional stocktrader with a private portfolio; good at stockpicking; not good at options. I prefer companies with a good ROI, ROE, PEG-ratio, good and inspiring management, a durable competative advantage. BUY AND ACCUMULATE (B&A) is my approach. I'm in the market for the company's profit, not the stockprice in the first place.
I am a recently retired securities lawyer, who practiced for almost 40 years prosecuting and then defending entities and individuals involved in securities frauds including financial and accounting frauds, insider trading, market manipulation, broker dealer and investment adviser violations and related. I have been investing for longer than I practiced law, and I am a long only who relies on the value approach (an amalgam of various sub approaches) with a strong preference for mispriced securities. My distinct preference for candor and accuracy sometimes results in sharp comment, but I bring no agenda or personal ax to grind.
I post writeups of investments in my personal account on Seeking Alpha. I prefer to focus on small-cap ideas that have limited coverage from the investment community. My approach is bottoms-up and fundamental. I believe value investing works because market participants can be overly enthusiastic or fearful, and so I keep a long-term time horizon with a close eye on valuation.