Mark's mutual fund is launching December 15, 2011. He is a self taught private investor who operates the website Fund My Mutual Fund (http://fundmymutualfund.com); a daily mix of market, economic, and stock specific commentary. Fascinated by the market since an early age, he discovered mutual funds as a teenager in the 80s and moved to equities by the mid 90s. The origin of the website is/was to leverage the power of the internet in developing a transparent track record to attract investors for his potential "long/short" mutual fund. His equity focus is identifying secular growth trends and the companies most likely to benefit from these macro trends. Stocks are identified through fundamental analysis, although basic technical analysis is used in determining entry and exit points. You can receive Trader Mark's latest posts daily by subscribing free via RSS reader (http://feeds.feedburner.com/FundMyMutualFund) or subscribing free via email (http://www.feedburner.com/fb/a/emailverifySubmit?feedId=1109639). With a degree in economics from the University of Michigan, a broader understanding of the economy as a whole, along with interpreting investor psychology, is also a major interest for Mark. To follow on Twitter, username: fundmyfund
We see Investment themes at work and at play every day in the economy — oftentimes across industries and categories — and other aspects of day to day life. It is the opposite of the typical Wall Street approach to research, which oftentimes overly focuses on a single industry at a time and results in missed opportunities. These themes are identified by looking at the intersection of shifting economics, demographics, psychographics, technologies, mixed in with regulatory mandates and other forces. In other words, looking at the real world that companies are operating in! Some businesses will adapt, while others will leap frog ahead riding these thematic tailwinds to profits and significant share price movements, and sadly there will be those left floundering too. For every Apple, there is a Palm and Blackberry. For every Facebook . . . a MySpace or Friendster. For every Netflix, there’s a Blockbuster. The list goes on and on, even in non-technology categories. By examining these thematic tailwinds, our goal is to identify mispriced securities relative to the business opportunities ahead and avoid those that are overly valued and or staring down the barrel of significant headwinds
Sr. Portfolio Manager for OakTree Investment Advisors' Portfolio Masters. I've been in the investment business for a decade, focused primarily on modern investment strategy and alternative investments. I have a BA from the Virginia Military Institute and a MBA from the Tepper School of Business at Carnegie Mellon University.
Managing a small long/short portfolio while preparing for the third level of the CFA Institute program. I am a firm proponent of the concentration and dynamic asset allocation. I believe investor can consistently outperform the market as long as the necessary time and efforts are dedicated.
SeekingAlpha is not and should never be Buzzfeed. Quality over quantity.
"One of a leader's most powerful tools is the creation of a good proximate objective -- one that is close enough at hand to be feasible. A proximate objective names a target that the organization can reasonably be expected to hit, even overwhelm.....” -- Richard Rumelt -- From Good Strategy, Bad Strategy, Chapter 7 -- (pg. 106) ... ... I aim to be successful enough to own a place like this: >>>>>>>>>>>>>> http://tinyurl.com/mxr97va ("An American Couple's Dream Paris Apartment")
I am a Special Situations/Value Investor, I invest in Relative value arbitrage situations, Bankrupt and Distressed situations, I have 20 years Experience as a bankruptcy/ legal consultant, Financial/ White Collar Fraud Investigator.
Best investments include (GGP) General Growth Properties (HPY) Heartland Payment Systems (WMIH) Washington Mutual Inc. (NFLX) Netflix. I am currently Long Fannie Mae (FNMA) (FNMAS) (FNAMT) Sears Holdings Inc. (SHLD) Sears Holdings Inc/Warrants (SHLD.WS) Sears Canada (SRSC) Pershing Square (PSHZ) Fairholme Funds (FAIRX) I am short Herbalife (HLF)