Mr. Roe has over 20 years of US and international investment experience, on the sell side, buy side, and as an individual investor. On the long side, he looks for value and compelling catalysts. On the short side, his current interest is in various US and Chinese companies worth zero.
"If in an unknowable world, none of your bridges fall down, you are building them too strong. Similarly, if in an unknowable world none of your investment looks foolish after the fact, you are staying too far away from the unknowable."
-Richard Zeckhauser, "Investing in the Unknown and Unknowable"
Mr. Cutler's background includes 15 years of energy trading and risk management systems consulting to commodity trading shops, investment banks, power, natural gas and oil companies throughout North America. Former clients include JP Morgan, Shell, Bear Stearns, ExxonMobil, BP, PacifiCorp (owned by Berkshire Hathaway), Calpine and Williams. He was a partner at The Structure Group, a premier energy consulting firm, prior to Structure being acquired by Accenture, where he began his career. Mr. Cutler currently manages a small (two partners) investment fund, Stratesis, LLC, utilizing internally developed algorithms leveraging a big data approach.
He holds a Bachelor of Science degree in Electrical & Computer Engineering, Digital Signal Processing and Computer emphasis, with a Mathematics minor from Brigham Young University. He attended BYU on academic and Division 1 swimming scholarships, where he was team captain 2 years.
I'm a private, full time trader interested in both long and short ideas. My training and background are in engineering including a decade of consulting engineering practice. I've since switched over to investing/trading which I've done full time for 15+ years and to which I bring a contrarian style. I've also recently become interested in writing and have published editorials at Forbes, PJM, and a few legacy newspapers.
Primarily, I am a long-term investor in tech companies and net purchaser of equities that hope for an eternal stock market crash. Second, I work as an equity research analyst in the technology team of Redeye, a Swedish investment banking boutique, specialized on small and micro cap technology & life science companies. All posts are my own personal view though.
I invest (technically) part-time, but I love the markets and immerse myself in them daily. I enjoy writing about my investment ideas as it helps me to organize my thoughts and I am happy to share if it helps others. I invite criticism as it will help sharpen my ideas, so please tell me where, in your opinion, I am going wrong.
The Sova Group is a private investment fund managed by Matt Brice. As principal of The Sova Group, Matt Brice has been managing investments since 2009. Prior to founding The Sova Group, from 2007 until 2009 he worked as an associate attorney in the Mergers and Acquisitions group of Debevoise & Plimpton LLP, an international law firm based in New York City. Mr. Brice holds a B.A. in Philosophy from Brigham Young University and received his law degree from Columbia Law School.
Bumbershoot Holdings L.P. is a private investment partnership launched in Oct-2015.
The partnership uses a fundamental investment strategy as a “quality over quantity” approach to identifying and evaluating great businesses. It primarily invests in small- and mid- capitalization public companies which are headquartered in the U.S. and listed on a domestic exchange. It maintains a relatively concentrated portfolio with approximately 60%-75% of assets in its top-15 holdings. The partnership utilizes low levels of leverage and hedges net long exposure through various short positions and equity derivatives, as dictated by overall market conditions.
carefully investing but more often investigating; have had 6 decades of remembered losses in both public markets and private placements. Still a board member of a nonprofit and still holding shares in companies seeded long ago but not yet having reached their investor exits. Trying to be thoughtful about investments and enjoying the experience. Becoming less current all the time, likely finding me to be a doddering old fuddy duddy for anyone reading what I post here.
Since 1990, I have built wireless systems in USA and China. I have experienced wireless system from 1G to 4G.
As a wireless technology expert, I provide consulting services and teach wireless workshops and seminars around the world.