Currently managing a long / short portfolio for a family office
BA in Economics from Yale University
MBA from Stanford Graduate School of Business
Prior Investing Experience:
Leonard Green and Partners Private Equity
Like most people here, I'm data-inspired and relentlessly curious. The idea is quite simple: to make a list of stocks (as exhaustive as possible, and essentially in French stock market since I'm in France) with their estimated intrinsic value. I'll update my investment thesis and share them publicly. The goal is to make 2-3 stocks per week.
- Over 20 years of investment experience, including equity and fixed income.
- Value investor with a focus on risk management and margin of safety to reduce the likelihood of a permanent impairment of capital.
- MBA from the University of Chicago Booth School of Business.