I am a former hedge fund portfolio manager that trades for my own personal account. I espouse Graham and Dodd/Buffett style investing, always on the lookout for value equities or bonds. A graduate of Northwestern's Kellogg School of Management, I lived in NYC for a decade before relocating with my family to the Charlotte, NC area in 2007. Currently I am the Chief Analyst at sharpeequities.com. For more information on my current endeavor, feel free to find me on LinkedIn.
Full-time individual investor primarily in REITS (esp Commercial REITS); Business Development Cos (BDC's); Master Limited Partnerships (MLP's); Dividend Income Compounding; Some Writing Calls and also Put Selling; Main Sector interests include-Energy, Utilities, Retail, Financial, Healthcare (Medical Device Cos; Pharmaceuticals; Generics); Railroads; Insurance (Property and Casualty; Reinsurance); Consumer Staples (mainly Grocery and Food Cos); and Commodoties (Ags-Softs; Grains; and Ag Conglomerates).
Goal is to achieve a minimum return over the long-haul of 1% per month (compounded) while also adding to available investing funds on a monthly basis and my investment is long-term (am in no rush to reach a certain goal within a specific time frame.
Am a conservative dividend-focused long-term investor who is focused on dividend growth and reinvestment of all dividends received. Have been investing full-time since July 1, 2001, and was an insurance agent prior to that. 3 of my best stocks have been Simon Property Group (SPG); Perrigo (PRGO); and Kroger Grocery (KR).
Senior Portfolio Manager and individual investor who started in high school and has been at it ever since. I have an MBA and have earned the right to use the Chartered Financial Analyst designation. I have worked in the business for over 15 years. My specialties include fixed income closed-end funds for generating income during retirement, micro and small-cap value investing, and macro analysis.
Currently employed at a large investment banking firm.
Attracted to the value-investing framework laid out by B. Graham, and practiced and preached by the likes of W. Buffet, C. Munger, H. Marks. Focus on small / micro-cap names with interesting business models that fall under the radar of most institutional investors.
Some guiding principles:
1. Essence of risk is measured not by the standard deviation of log normal returns (i.e. volatility), but by the probability of permanent capital loss, which is largely a function of price
2. It is difficult, if not impossible, to make predictions regarding the behavior of highly complex systems like the macro-economy. The most reliable means of acquiring an advantage in investing is through focusing on the micro; by digging into a company's business model and financial statements to uncover discrepancies and patterns that the market may have missed
3. Identifying catalysts is an essential component of investing. You must identify a probable path through which the views of the broader market will eventually converge with what you have discovered already
My novel: 2049
Prologue & 7 Chapters available here @ instablogs.
September 11 2049, a former NASA scientist Matthew Chow was released from prison. Matthew was headlined as ‘The Spy Who sabotaged NASA’s Mars Mission.’ Eighteen years prior, NASA launched its first manned Mars Shuttle. The spaceship malfunctioned a week later in space, and with all the world’s eyes watching, the Chinese launched their Mars Shuttle with a commitment to rescue the trapped American team and bring them to Mars and back. They made it! And that concluded the Sina-US Mars race.
I‘m an economics undergraduate student of the Rheinische Friedrich-Wilhelms-Universität Bonn.
I got into investing at age 17 after reading the intelligent investor and other books about Warren Buffet.