I invest (technically) part-time, but I love the markets and immerse myself in them daily. I enjoy writing about my investment ideas as it helps me to organize my thoughts and I am happy to share if it helps others. I invite criticism as it will help sharpen my ideas, so please tell me where, in your opinion, I am going wrong.
“The way to win is to work, work, work, work and hope to have a few insights.”
– Charlie Munger
“People err who think my art comes easily to me. I assure you, dear friend, nobody has devoted so much time and thought to compositions as I. There is not a famous master whose music I have not industriously studied through many times.”
- Wolfgang Amadeus Mozart
"It is better to be roughly right than precisely wrong."
- John Maynard Keynes
My time frame for looking at an investment would generally be between two to five years.
• Chartered Financial Analyst (CFA)
• 6 years of experience in investment banking and sovereign wealth fund corporate finance functions in the post-Soviet space
• Currently MBA student at the University of Chicago Booth School of Business
I am an Israeli citizen- certified as an attorney at law and a portfolio manager. Today I have the privelige to "work" in the field I am passionate about- investing. My mission is to teach and apply value investing in Israel. I am inclined to quantative and empirically based value investing in small cap stocks. At our firm, Quantum Capital Markets, in Petach Tikva, Israel, I apply these strategies to my customers accounts -SMA, IRA and Pension funds. My investment gurus are Warren Buffett, Seth Klarman and Joel Greenblatt. This year I attended the Berkshire Hathaway shareholder meeting for the first time. What an experience! I also dedicate my time to finding the best capital allocaters in the world who can invest with for the long term.