Former analyst at a long/short value-oriented hedge fund now managing a fund of my own. I believe it's important to put your money where your mouth is when investing, so I will generally write only about stocks that I own or am likely to purchase in the near future. For exclusive ideas and real-time access to my full portfolio, consider subscribing to my new service, "Beating the Market with SoF". Returns have been more than 3x those of the market since inception- feel free to contact for more info.
I am a finance and investment professional, working as a Wealth Manager in a well-reputed fund management/asset management company. I have experience of more than five years working in the finance and investment industry. CFA Program really helped me to have depth knowledge of financial markets around the world. I have a thorough understanding of the theoretical as well as practical approaches of the challenging profession of finance & investments. A snapshot of my activities is as under: I regularly communicate portfolio and market strategy to existing and prospective clients based on strategic and tactical market outlook and individual client circumstances. Performed financial advisory and consultancy to individual and corporate clients. Financial Statement Modeling (Spreadsheet Modeling) for different investors. Financial statement projections, share price valuation, sensitivity and scenario analysis. I have experience of business valuation (public and private company valuation) using different types of valuation models like dividend discount model, discounted cash flow model, enterprise value multiples using fundamental analysis. Used NPV and IRR techniques to value projects. Made financial plans for different clients. Advised entrepreneurs and small businesses how to get most out of limited resources. Making investment policy statement (IPS) by Interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan. Provided advisory services about Capital Market Expectations, Portfolio Management Techniques (Planning (IPS), Implementation and Monitoring), and how behavioral factors affects investment decisions. Advised how to invest prudently in equity and fixed income segments of capital markets. Prepared detailed analysis how economic and political factors (like interest rates, inflation, population demographics, growth rates, changing governments and government decisions) affects investments. Conducting in-depth Financial Due Diligence for Investments, Businesses, Corporate finance activities, Mergers & Acquisitions, Private Equity, and other related activities. I managed a portfolio of stock investments. I analyze stock exchange behavior regularly, monitoring the factors that affect investments.
The author is Australian with a long term interest and personal stake in financial planning and management. He is a Registered Financial Adviser, is a member of the FPA Australia, and is a Certified Gold Seeking Alpha Contributor. Prior professional background of 20 years in military & international logistics, strategic planning and management. He has lived and worked extensively in Australia, the UK, the Middle East, and the USA. He is an advocate for easy access to quality financial advice and opinion that is honest, transparent, and which offers a contrarian position to mainstream media.
I‘m an economics undergraduate student of the Rheinische Friedrich-Wilhelms-Universität Bonn.
I got into investing at age 17 after reading the intelligent investor and other books about Warren Buffet.
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.
I defined myself as a value investor interested mainly in technology stocks but I also consider biotech, energy, basic materials and companies with a moat.
My strategy is to look for undervalued companies at a fire price with attractive risk/reward.
I tend to invest in short term trading opportunities via options but I also invest my money in long term opportunities to generate dividend income and growth.
Watchlist: *Tech: NVDA, AMD, INTC, DAIO, AAPL, FB, NFLX, AMZN, GOOGL, TWTR, BBRY, IBM, TUBE, LTRX, ELON, GRPN, TSLA, MATR, QCOM, SWKS, NXPI, GLUU, DATA, EVOL,
Others: CCJ, POT, DHT, CPLP, STNG, EURN, HLF, SNR, ALXN, GILD, PBR
"Be greedy when others are fearful and be fearful when others are greedy". Warren Buffett
Feel free to reach me at kasteelresearch (at) yahoo.com or via BBM, if you have any questions. Cheers!
My username means 'fortunate' which reminds me I've to partially count on luck given my lack of finance education. It also refers to the fortunes that can be made in stock markets. The apostrophe prolongs the pronunciation indicating the patience required in investing.
My logo reminds me that I've to focus on numbers rather than wishful thinking. It also tells me to avoid complex math and to look for hidden value like the missing '1' in the logo. The missing '1' also represents 25% gain on $4 investment which is the target to keep in focus.
I've no education or training in finance or accounting. Recently got interested in investing; put my entire liquid net worth in stocks to make it a major undertaking for me. I write to benefit from critique and to expose my mistakes so others can learn.
Fascinated by the world of investing and the social science we call economics, which is why I'm taking part in this community where investing laymen, ulterior motived marketing specialists, and finance fanatics meet. Great to be living in this generation.
Deep value investor, searching for inefficiencies caused by institutional constraints. I focus on protecting the downside and identifying mispriced optionality. Primarily balance sheet focused, but also looking for great businesses that I can understand.