I am an individual investor.
I started doing dividend growth investing then moved to a more broad spectrum of investing including value, garp, and also investing with special management. I am especially interested in outsider type companies (but not only).
I will try to take a broader view of the business and strategy instead than a short term one and hope to spark some discussions about the fundamental value and development of these companies.
Some of my positions are based on third party analysts that I found compelling. I wish to remain anonymous to keep my work life separate.
D.B. Research is a research firm focused on Chinese due diligence. Nearly all of our bilingual team is located on ground in China which gives us a significant advantage in determining the legitimacy of a given company. Presently we expect to be publishing mainly short ideas as our specialty is identifying and investigating fraudulent companies.
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.
I am retired and manage my IRA which is presently 80% in equities. Prior to retirement I owned a benefits administration that serviced large union pension and health plans in California. That background is useful but I am by no means an expert in equity investing and thus my interest in Seeking Alpha and in reading selected authors.
Allan Cox is a CEO advisor and Board consultant.
For five years he served as board chairman of Chicago’s Center for Ethics & Corporate Policy. He has been adjunct staff at the Center for Creative Leadership and led career development workshops for the graduate business schools at Wharton, the University of Chicago and Northwestern. For nine years he served on the Visiting Committee of the University of Chicago Divinity School and was a Chancellor’s Associate at the University of California San Diego.
Cox is the author of eight books ranging from the pioneering Confessions of a Corporate Headhunter in 1973 to Redefining Corporate Soul: Linking Purpose & People in 1996. He has written series for the New York Times Sunday business section and Field Newspaper syndicate; also articles for Chief Executive, Across the Board, Industry Week, Training & Development Journal, Success, Advertising Age, and various airline magazines. From 1986 to 1988 he wrote a weekly column for Los Angeles Times Syndicate entitled “The Achiever.” His 1990 book on teamwork—Straight Talk for Monday Morning—led to a four-part video series produced by the Bureau of Business Practice—Straight Talk on Teams. His latest book, Your Inner CEO, was published late fall, 2007.
Cox's hobby is writing accessible poetry.
Greying CPA (with unofficial CFP credential) who has invested and like many other baby boomers who have lived through some of the worst big bad Bears, is looking forward to employing more analytical skills than previous reading and tracking in the past; the hope is to find a more actionable data skillset to replace previous (more emotional) conversation pieces.
For instance, I'm following Jeff Miller and employing Chuck's F.A.S.T. tool to think with, and trying to be more wary to avoid drawdowns in the future. Also looking at P123 trading system, but from a longer perspective than what appears to be more aimed at short-term traders.