Véronique Adam graduated from Sciences Po Paris. She is a member of the French Financial Analysts Association. Véronique has spend 15 years at JPMorgan, as head of European research team in Food and HPC. She was ranked among the top three analysts in the sector during that period (Institutional Investor ranking). She joined the buy side covering the consumer sector for Amber Capital NY. She launched Pablofinance in 2009. Pablofinance focuses on fundamentally driven analysis in the consumer field, including food, beverages, HPC, luxury stocks and sporting goods . Each comment is based on in-depth valuation and forecasts models helping to assess and select the most attractive stocks in the sector.
Netherlands based non-professional stocktrader with a private portfolio; good at stockpicking; not good at options. I prefer companies with a good ROI, ROE, PEG-ratio, good and inspiring management, a durable competative advantage. BUY AND ACCUMULATE (B&A) is my approach. I'm in the market for the company's profit, not the stockprice in the first place.
Like most people here, I'm data-inspired and relentlessly curious. The idea is quite simple: to make a list of stocks (as exhaustive as possible, and essentially in French stock market since I'm in France) with their estimated intrinsic value. I'll update my investment thesis and share them publicly. The goal is to make 2-3 stocks per week.
Full-time investor searching for talented operators, clean capital structures & scalable growth. No cigar butts or conventional wisdom. My investment philosophy is similar to how I live my life: acquire a few prized possessions at the right price, minimize clutter and maintain flexibility. Twitter: @indievestments
More than 20 years experience in equity investment strategy, asset allocation, product development, portfolio management, and fundamental equity analysis on the buy-side..
• Experienced investment manager with a proven track record of adding alpha in actively managed equity and convertible bond portfolios.
• Formerly portfolio manager PineBridge US Focus equity portfolios.
Individual investor with focus on purchasing great companies at fair prices. I love to buy and own portions of businesses which I believe have a sustainable model and margins going forward, and particularly when they look to be mis-priced. Especially interested in Energy Industry due to many years of experience in the industry, as well as REITs given their unique characteristics and transparency of business models.