My professional experience is in investment banking and public sector finance.
Outside of work, I manage my own high-conviction portfolio consisting of companies (1) with a strong competitive position, (2) trading at a substantial discount to fundamental value, and (3) with a product offering I can easily understand and evaluate.
I am not a trader, and have an investment horizon of at least two years. I am a patient investor, who will research stocks thoroughly and hold out for the best buy opportunities.
I hope to contribute to the Seeking Alpha community through sharing (1) professional Excel models with readers and (2) unique insights, that are relevant to the stock's performance, and not over-blogged about