My interest in Africa stems from a three-year volunteer term spent in the Southern African nation of Lesotho in the late 1990s. Like many other visitors to the region, I returned home a card-carrying Afrophile. In the years since, I’ve sought to remain as engaged with the continent as possible. This has taken many forms. I’ve worked as a human rights advocate and writer, and, most recently, as an equity analyst and fund manager. Through my blog, I attempt to spotlight African companies that contribute to human development while delivering market-beating returns to their investors.
Now writing under: Cosmon Capital http://seekingalpha.com/author/cosmon-capital/articles#view=regular_articles
My investment philosophy follows that of Julian Robertson at Tiger Management, namely “I believe that the best way to manage money is to go long and short stocks...buy the best stocks and short the worst." Hence, trying to be a long/short generalist is how I would align myself. In writing some for Seeking Alpha I researched hundreds of companies and wrote articles before I became licensed and couldn't write any longer (per FINRA), but have recently returned to commenting and writing. For the first 8 or so months I wrote, my buy/sell suggestions returned ~54%.
Best calls were: Cal-Maine Foods (CALM) and White Wave Foods (WWAV)
Long ideas of interest (as of August, 2015):
I mainly source ideas through the following:
1. Thinking about a company's economics of business in terms of probabilities of value creation
2. Discerning what accounting is artificial growth and what is not
3. Forming a considerably large position in a company to ensure a worthy return
4. Looking for under-followed, undervalued companies with good management and mid-term catalysts in sight
5. Trying to discover underlying paper trails which can lead to a rush of revenue.
To everyone, may you mine the markets well and reasonably expect your return to be correlated with the passion and efforts you put forth, always remembering Munger's words to "profit from always remembering the obvious than from grasping the esoteric."
"There's two ways to win: appreciation to intrinsic value and appreciation from intrinsic value." - Bill Ackman
Unique combination of experience: International investing, Technology, and Business
International investments: research, review, analyze and evaluate technology companies in other countries. Venture capital.
Director. Board Member.
Expert Witness, Reports & Testimony in High Court.
Confidential investigations and evaluations.
Review, Research, Investigate, Analyze, Evaluate, and Explain: international investing, venture capital, complex technology, Innovation Feasibility, and Business Start-ups.
Analyze and solve complex problems. Develop solutions.
Start-ups: Oversee, Mentor, including: Strategy, Business Plan, Organize, Controls, Budgets, Schedules, Systems, Finance, Develop, and Expand to International.
B.S. Eng. (honours) U C Berkeley & B.S. Business Admin.