MBA by training with a focus in healthcare (specifically medical simulation). Have dreams of someday leisurely circumnavigating the globe and seeing the world from a 35' sailboat. Investment strategy is primarily dividend focused but with a contrarian streak towards special situations and treasure hunting. "Buy when their is blood in the streets, even if its your own" -Baron Rothschild "A risk is a situation that you can recover from, a gamble is a situation that you cannot recover from [para.]" -Erwin Rommel "Skill to do, comes of doing" -Ralph Waldo Emerson
I run a small, private long/short portfolio. I focus on long term value, with a full expectation of showing paper losses in the short-term. Agnostic on the topic of catalysts. Wary of false precision. Usually ignorant of quarterly results and analyst forecasts. Seeking durable insights on business models and industry trends, and general wisdom.
I'm a small investor. As such I focus on the nano to small cap range. As this area generally seems to be under-researched. I'm probably wrong about as often as right in that I fully reserve the right to be very wrong. I'm currently working as a physicist by trade though you'll find no quant articles from me. I consider myself committed to fundamental analysis. The extent of my direct finance background simply consists of the 20 or so credit hours of economics I took back in college. That and managing my (very) small portfolio.