I am a Danish investor who enjoys to share my views on companies with others. My primary interests within the economic area are stock picking and investment theory. Furthermore I am a classic value investor. I have a keen interest in European companies and most of my articles will probably concern companies from my own continent, but I do also look towards the US occasionally. I do not believe in market timing nor do I believe in any kind of chart analysis. I believe that owning great businesses at cheap prices during thick and thin will give you the best risk adjusted returns while sleeping well at night.I am strongly influenced by theory and literature from numerous investors. The most influental have been Benjamin Graham, Howard Marks, Peter Lynch, Philip Fisher, Warren Buffett, Guy Spier, Mohnish Pabrai, Joel Greenblatt and Charlie Munger. I am eager to accumulate knowledge from these investors and many others during my lifetime. I have a MSc. in business economics from Denmark but the literature from these aforementioned legendary investors are worth more to me than anything I have and will ever read during my studies.
Chasing Delta Primarily delta-neutral iron condor monthly investment income traded on the indexes, SPY and DIA. Looking for new options trades to add to arsenal, increased understanding of technical and fundamental analysis, long-term personal hedge fund portfolio and monthly income trading strategies. Fascinated and excited to be part of this community!
I am a young investor with a long term horizon. Looking to build a portfolio of strong dividend growth stocks with the goal of reaching financial independence early in life. Main focus being on undervalued companies where undervalued is defined by a number of valuation metrics and models.
Portfolio manager, CFA charterholder. Managed $50 million for a market neutral hedge fund and $100 million for Wells Fargo Wealth Management. 16 years of experience, spanning three bull markets and two bear markets.
Passionate student of value investing. Core dividend portfolio built during the downturn, now looking to Asia as an opportunity while China sorts itself out.
I will read anything I can get my hands on.