Writer and long only investor covering financials. CFA Level 3 Candidate 2017. Lifelong learner just trying to add value.
Recommended books: Security Analysis (Graham/Dodd); Margin of Safety (Klarman); When Genius Failed (Lowenstein); Common Stocks Uncommon Profits (Fisher); Irrational Exuberance (Shiller); Memos from Oaktree Capital (Marks); Zhuangzi (Zhuangzi), Meditations (Marcus Aurelius), The Brothers Karamazov (Dostoyevsky)
- Andrew Davis
- New Zealand based entrepreneur.
- Generally 100% long-only investor in simple, easily understood businesses &/or situations.
- I don't understand Greek alphabet soup.
- Keen outdoorsman.