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.
I specialize in Macro Economics and financial analysis. My job experience includes working as an analyst at a activist hedge fund, quantitative hedge fund and financial analysis of fixed income securities at an investment bank. I have also completed all 3 levels of the CFA program. My interest primarily lie in understanding investor behavior, shorting opportunities, macro economics, Interest rates and currencies. I also dwell in machine learning and am currently exploring machine learning techniques to spot companies that offer shorting opportunities.
Data Center Knowledge - Contributor: writing about data centers REITs -- a new and growing asset class -- attempting to bridge the gap between technology & traditional REIT investors.
Researching and writing at the corner of Main St. & Wall St. where real estate often intersects with trends in: technology, ecommerce, office/industrial, healthcare, cloud computing, energy infrastructure & green initiatives.
Recently covered breaking news and actionable ideas REIT ideas for Benzinga "REIT Beat," now Contributor/Sr. REIT Expert. Select articles featured on Investopedia.com, Seeking Alpha, and published on Yahoo! Finance, Google, MSN, Finviz and many other financial portals. Recent Select Freelance contributor for Motley Fool, writing about REITs and real estate topics for the Financial Bureau.
I have over 25 years of experience as a: developer of institutional quality office and industrial facilities, general contractor, homebuilder, managing general partner for private limited partnerships, and have performed consulting and transactional real estate services for others, including entitlements for planned commercial/office/industrial developments.
Past job experience included: V.P. of Energy Services for a Florida based Mechanical Contracting company, which subsequently was acquired by EMCOR (NYSE: EME). Responsibilities included development and "financial engineering" of projects to reduce energy consumption and total cost of ownership solutions, partnered with the two major Florida electric utilities, and private companies, (including Enron Energy Services!).
Education: UCLA - BA Economics, including graduate coursework in Real Estate Finance.
Masters Degree from St. Thomas University - Miami, FL
Worked for big software and financial companies for 20+ years. Investing for past 15+ years his own portfolio. Eclectic approach biased toward value investing, dividends, trend investing, CEFs, option selling and hedging at market extremes.
I'm a financial auditor that holds a BA in accounting and a MBA. I'm interested in where value can be realized. This could be a small or large cap company selling at favorable EV/EBIT or a special situation/event driven investments. Warren Buffet once said, "You have to turn over a lot of rocks to find those little anomalies" and I hope to do just that.