My academic background is in Engineering and management.
Besides one basic accounting course at university my investment knowledge is self-taught.
Reading books, SEC filings, annual reports, analyst reports, blog posts, MOOCs, message boards and listening to select podcasts and conference calls has helped me enormously to evolve as an investor.
I am an event-based investor focusing on opportunities with hard or predictable catalysts - particularly companies undergoing demergers or mergers, or otherwise able to manufacture high-probability growth due to some quirk of corporate structure, capital structure, accretive share issuance, growth via acquisition pipeline, competitive advantage/reinvestment, or other high-probability mechanism.
I am always on the look-out - especially in context of the opportunities mentioned above - for supply and demand imbalances: forced or uneconomic sellers, predicable (exploitable) behavioral trends, or unusual securities that can't be held by many industry players. Any ideas or thoughts would be appreciated.
Obsessive learner and reader of books and blogs about pretty much anything interest.
Favorite thinkers are Charlie Munger, Richard Dawkins, Jared Diamond, Steven Pinker, and John Gribbin. Actively seeking more.
Investment-wise I focus primarily on event-based special situations: spinoffs, odd occurrences or securities in M&A, large buyback transactions, behaviorally-based opportunities, deep value securities, forced/uninformed/sloppy sellers, stupidly-designed instruments, and - when available - great companies at reasonable prices. Trying to obtain a competency in bankruptcy/distressed investing, but not there yet.
Private Investor - Actively manage my investment and retirement accounts.
Trading Methodology - Always looking to hit home runs while slashing singles and stealing bases. (ie I look for long opportunities (GARP) and swing trade while following the major trend. Sometimes use options to gain leverage or safety.)
Trading Frequency - Yearly, monthly, weekly and daily. Differing strategies and time horizons for different stocks and situations.
Investment Management professional with a background in institutional Private and Public Equity. Currently employed as an investment analyst in Montreal, Canada.
Focused on fundamental company analysis in order to find the true value of companies and exploit potential market inefficiencies.
Jamie Schmidt is an M&A Analyst at a Middle Market investment bank.
Jamie Schmidt previously worked as a Valuations Analyst at Deutsche Bank. Jamie worked with Deutsche Bank’s clients on their over-the-counter derivatives portfolios (equity, credit, FX, rates, and commodities) and fixed income portfolios (corporate bonds, collateralized debt obligations, consumer asset-backed securities, asset swaps, and collateralized mortgage obligations.)
Mr. Schmidt graduated Magna Cum Laude from Florida State University in 2011 with a Bachelor of Science in Finance. He also completed minors in Economics and Chinese.
I am a journalist with more than 30 years of professional experience in newspapers, magazines, and higher education. I am based in Alabama and write the blog Legal Schnauzer, which focuses on justice issues in the South and beyond.
Account Manager at FTSE Russell, a London Stock Exchange company. My responsibility includes managing relationship for many Fortune 500 corporations, academics, large pension funds in US and APAC region.
Knowledge in Financial Service, Technology. Currently managing personal portfolio worth 1/4 of a million.