Every investment has a trajectory. There is no such thing as static. Investments grow in size until they become really enormous at which point they can only grow along with GDP. To a certain extent picking investments is a little like duck hunting, you want to pick investments which will coincide with the growth trends. You want (1) great products and/or services, (2) great management, (3) sufficient finances if the company is in development, (4) great connections whether those are sales partners or financial partners. Jeff Hawkins, in his book On Intelligence, suggests that the brain is principally a forward-looking instrument. So, this duck hunting is a natural activity of the best investors. Thomas Barnard, as a writer, was mentored and published by Nobel Laureate, Saul Bellow.
Overworked and underpaid university maths teacher.
The outrageous low volatility (VIXtermination) since 2013 tells me that people are convinced that the Fed has their backs despite all the turmoil in the world.
Looking forward to the end of the Fed punchbowl and a return to markets based on fundamentals.
Founder & CEO of CloudBooqs LLC - an innovative accounting and tax firm serving startup, small, and midsize businesses. We have developed a set of technologies and processes to bring financial and business planning and tax preparation services to the type of businesses which are key to the American economy (www.cloudbooqs.com).
A great endeavor after a 25+ career working at or with large accounting firms, banks, and insurance companies - concentrated in risk, compliance, operations and related IT systems.
MBA in Accounting from Rutgers University - 1990
BA in Management from Kean University - 1982
Full-time investor searching for talented operators, clean capital structures & scalable growth. No cigar butts or conventional wisdom. My investment philosophy is similar to how I live my life: acquire a few prized possessions at the right price, minimize clutter and maintain flexibility. Twitter: @indievestments