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ABOUT
I'm a young buy-side analyst at a small shop. My basic investment philosophy is Charlie Munger's. Bruce Greenwald's single factor entry-barriers obsessed framework is how I think about individual companies. I don't do much macro, but I find the ideas of Scott Sumner and The Market Monetarists to be worth stealing on occasion. I think rationality, above all else, predicts investment success.

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SNAPSHOT
  • Description: Independent / boutique research firm analyst. Trading frequency: Weekly
  • Interests: Stocks - long
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LATEST STOCKTALK more »
Shiller out of sample- not so hot! http://bit.ly/1sqNzcY Aug 25, 2014