I am a registered investment advisor at a national wirehouse with over a decade of professional investment experience. My investment philosophy is rooted in traditional value investing, with emphasis placed on companies that generate consistently high returns on capital, trade at reasonable valuations, have recurring revenues, and are financially stable. My conviction lies in long-duration common stock investments; I believe that over-diversification, frequent trading and the associated costs of high portfolio turnover lead to consistent underperformance of the general investing public. My approach, which I hope I communicate through my writings here, revolves around identifying situations where high-quality businesses can be purchased at a time where misperception by investors leads to a dislocation between price and value. As a Seeking Alpha contributor my goal is to provide high quality, in-depth research on high conviction investment ideas to a broad reading audience. Many of the ideas I share are a byproduct of research for the portfolios I manage and/or my personal account. Although my career is in private capital management, I thoroughly enjoy the research aspect of investing and have always had a passion for writing. I welcome feedback on any articles I've written and encourage readers to reach out to me to discuss any topics covered in greater detail.
Born and raised in the USA, graduated with a degree in Finance then worked at a multi-strategy global hedge fund for about 4 years analyzing stocks all over the world. In 2007 I left the USA and moved to China to study Chinese and start a business. Now, I am the CEO and Co-founder of eFin which provides wall street level research to main street investors via a proprietary algorithm. Our eFin scoe that takes into consideration hundreds of factors to provide the best period of time to make an investment in a stock.
Nevertheless, my experience working at the hedge fund and running my own business has improved vastly my investment making decisions. I believe Warren Buffett said it best “I am a better investor because I am a businessman and a better businessman because I am an investor”. I have had my share of busts and winners and have gotten wise enough to always look at both sides of every investment no matter how negative or optimistic the situation is.
I enjoy spending my free time researching stock ideas and publishing ideas when I have a solid investment thesis. I enjoy writing about technology stocks as well as obscure "unsexy" businesses that are often overlooked by the larger market. I employ a growth at a reasonable price approach to select the majority of stocks I own.
I worked as a stock analyst for two years at a boutique firm where I learned the framework that I now use to invest in my personal account. I earned a dual degree in Business and Economics, which gave me a foundation I currently use to perform due diligence. I love hearing from readers and always try to answer questions or clarify when possible.
"Demonstrated success is the one outstanding fact which justifies confidence in the outlook for any particular business, and thus the investor will always, as a first test for an industry security, carefully consider the results already obtained." - John Moody
As an editor on the SA PRO team my job is to help find the best content for PRO, to provide feedback and develop talented contributors, and to work with other departments to strengthen the platform.
I have studied to ply my trade in finance with a bachelors in accounting. In 2014, I developed an app to access corporate disclosure materials at the SEC. My grandparent’s home was filled with valuing investing paraphernalia and, naturally, I became interested in the stock market.
Seeking Alpha is full of hidden gems and bum steers. Check out some of the authors I follow. And authors, check out "The Elements of Style" by Strunk & White.
Stocktalks represent my personal opinion only - links are not endorsements.
I am presently a PhD Candidate in marketing at the Schulich School of Business in Toronto, Canada (is.gd/weO3eP). I've been investing since 2005 and am an avid reader of (and occasional commenter on) Seeking Alpha. I think Seeking Alpha and its contributors offer great ideas on and insights into both how and where to invest.
From a research perspective, I am Interested in how investors - on forums such as Seeking Alpha - work together to make sense of and understand (and give sense about) the uncertain and ambiguous movements and signals of the market.
If you would be willing to help out with this research, I would be appreciative of your assistance. I'm interested in interviewing contributors (authors and commenters, such as yourself) to the site about how and why they use, contribute to and benefit from Seeking Alpha (e.g. What role does SA play in your investing? What contributions do you benefit from the most? What goes into making a contribution on the site?). Any interview would occur at your convenience (over Skype or phone) and would last approximately 60-90 minutes. Your responses will be instrumental in the development of research that will be targeted towards a top-tier academic journal (and will help me out with my dissertation!). In order to maintain anonymity, unless you specifically indicate otherwise, any direct quotes reported from your interview will be attributed to a pseudonym.
If you're interested in assisting with this research (or just finding out more about it), please send me a note here or at firstname.lastname@example.org. Thank you for your consideration!
I am a BBA Finance graduate who began trading a few years ago while I was still a physics student. After taking a few economics classes and no real understanding of how the complex financial system works, in autodidactic style I opened a trading account and began teaching myself the mechanics of the financial markets.
Fast forward a few years and I found my true passion in life. My insatiable curiosity lead to many opportunities in the finance field. For example, I became the Chairperson, Lead Portfolio Manager and a Research Analyst for my school's student run investment Portfolio. I have also worked as an investment analyst with a global institutional investment consulting firm while studying, participated in multiple open-outcry trading competitions (Top 15% each time), participated in a CFA Case Competition, helped an alumni and friend secure funding to launch and ultimately commercialise a new product, and even created financial models for other business plans for entrepreneurs.
Currently I am actively seeking an analyst/associate level position with an intelligent and experienced team. I am looking for companies with a strong progressive culture with an incubating environment for young energetic professionals. I have completed the Canadian Securities Course and plan to take the CFA Level I as soon as I am able to secure a full time position.
I also actively build a network of like minded progressive, energetic, and actualizing individuals who are also interested in building a conducive environment for our society.
I am also interested in working on Research projects involved with economics, investment management, mutual funds, hedge funds, alternative asset classes or the like.
I have frequently been told that I am one of the hardest working and diligent people that they know. I love doing research and I have an insatiable curiosity that drives me to get the answers you need.
Please send me a message if you would like to work with me or if there is anything I may be able to help you out with, I would be more than happy to hear from you!
I have been investing personally since 2008. I graduated from UMass Lowell with my BSBA in May 2009 and received an MBA with a Finance concentration in December 2012. I am pursuing my CFA certification and have currently (as of June 2014) passed 2 of the 3 examinations.
I have a B.S. in applied mathematics and physics. If you google "stock ranking method", my article is one of the first hits. I generally look for growth at a reasonable price, though I also like companies that pay dividends. I also look for value in special situations like spin-offs, mergers and acquisitions, restructurings, etc. I have a self-programmed stock screener/investment simulator that I use to find new investments.