Former buyside analyst now running my own fund for accredited investors. Pseudonymous to protect my IR access but if you send me your email address and show me your LinkedIn, I'll show you mine. I'm not like anyone you've ever met and am not doing this for the traditional reasons. I’m always up for a conversation with anyone interested in value investing or mental models.
Starting in late August or early September, I will run a Marketplace subscription service called “Outsourced Analyst” targeted at small-mid-sized funds, family offices, or HNWs who want the workflow of an analyst for a hundredth of the price. I will provide objective coverage of high-quality, underfollowed small-caps. Subscribers also have early access to writeups of some of my best ideas like those I've posted on LQDT, CRAI, FC, LGIH, BOOM, CSWI, and so on. Bonus material is thought pieces - I place a lot of emphasis on learning and getting better - so if/when I make mistakes, I'll write up postmortems with what I learned, and maybe they'll help you as well... Membership will be limited to the first 250 subscribers.
I'm required to disclose that I'm a registered investment advisor but nothing I say is investment advice - it's just my Monday-morning-quarterback opinion for your entertainment and amusement. Always do your own due diligence, consider your own financial position, and consult your preferred financial professional before making any investment decision.
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.
2014 Magna Cum Laude graduate of Ohio Wesleyan University. Pursuing a career in investment management. Passion for value-oriented equity analysis. Specific interest in event-driven investing including spin offs, turnarounds, bankruptcies and M&A opportunities.
I read annual reports and related materials daily, and have found that Buffett was very right about how knowledge works like compound interest. What I've found in assessing companies is that the truly great ones downplay their position, while the pie in the sky market opportunities usually represent stagnant capital and/or intense competition (weak margins). The longer the horizon, the less competition you will face in regards to price paid versus value, but too much dependency on growth also leaves you vulnerable to permanent loss when growth fails to materialize. Lastly, never discount the value of a great capital allocator at the helm. A CEO of a company earning 20% ROE that keeps 75% of the company's earnings each year will have made capital allocation decisions representing half of the equity of the company within 5 years.
I am an Anesthesiologist in Seattle as a vocation, but my avocation is investing. I stick to fundamentals and look to buy either company assets or profits at a discount. If it's not cheap, I don't buy it! Please feel free to email me with praise, and kindly direct all complaints and criticisms to my editor, Sheri (also an Anesthesiologist) who also happens to be my wife.You can reach us both at: email@example.com
Generalist equity analyst at an event driven hedge fund. Professionally more conservative in approach, and largely market neutral, although enjoy investing more opportunistically PA. Focus on risk arb, recaps, restructurings, spin offs and have been involved in a handful of activist situations.