Tales From The Future (tftf). I picked my nickname because many advisors and investors claim they can predict the future of the (stock) markets and somehow pick the winners. I don't. I usually do not engage in short-term trading and myopic analysis (quarter by quarter, without looking at the big picture). I like to work with long-term scenarios with a focus on possible disruptions in the technology and energy sectors. I look into value and contrarian ideas as well as emerging technologies and growth stocks worldwide, both on the long and short side. I also like to discuss the influence of monetary policy on global stock markets. I am fiercely independent in my investment research and therefore use the image of a lone Ninja. This influenced my investment principles for the past 20+ years: Pick your targets with patience. Do your OWN diligence. Never follow the herd blindly: 'Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly, and one by one.' General Sector Focus: Technology/Internet, Value, Disruptors, Energy/Alt Energy, Entertainment Stocks and Monetary Policy/Geopolitics. Geographical Focus: USA, Western Europe, Japan. Sector 'Halo' Focus Stocks: AAPL, TSLA... PS: Not a native English speaker. I apologize in advance for any typos and grammatical errors.
I manage a $1B+ portfolio for a family office. Our investments include bonds, equities, hedge funds, and private investments with a wide geographical and asset class dispersion. I have a J.D. degree from Yale Law School and practiced for 30 years as a trial lawyer in commercial cases.
That fellow in my icon is, of course, Galileo Galilei. Eppur si muove.
(And about even that one should be skeptical.)
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I manage a technology start-up in recycling. Previously I worked as a country head at an international start-up, a consultant at McKinsey & Company and a project manager at a manufacturing company.
I have MSc in structural engineering and MBA (with focus on finace) from a top-tier business school.
ValueWalk has gained popularity among all circles for its breaking stories on hedge funds, and investigative reports on investments by major funds.
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David has a keen interest in financial markets, especially long-term investments in publicly-traded shares and ETFs. What brought David to the world of finance was one of the first highly popularized demo trading competitions in the Czech Republic, in which he did exceptionally well. After this experience, David, full of confidence, set up a trading account, lost a substantial part of his savings and realized that he knew almost nothing about the fundamentals of trading and investing. However, his desire and curiosity about whether he would be able to smartly invest his savings survived. He started reading a lot and developed his own investment philosophy over time. While attending the university, he gained his first working experience at local bank's dealing desk and in a small asset management firm in Prague, where he worked as a research analyst. Currently, David pursues a postgraduate programme in Wealth Management at Queen Mary University of London and is looking for a full-time job opportunity where he could capitalize on his previous experiences and further develop his skills. He successfully passed the CFA Level 1 (June 2016). In his free time, David enjoys exercise (high-intensity interval training, yoga, weight training, running, tennis, squash), travelling and meeting new people.