Tales From The Future (tftf). I picked my nickname because many advisors and investors claim they can predict the future of the (stock) markets and somehow pick the winners. I don't. I usually do not engage in short-term trading and myopic analysis (quarter by quarter, without looking at the big picture). I like to work with long-term scenarios with a focus on possible disruptions in the technology and energy sectors. I look into value and contrarian ideas as well as emerging technologies and growth stocks worldwide, both on the long and short side. I also like to discuss the influence of monetary policy on global stock markets. I am fiercely independent in my investment research and therefore use the image of a lone Ninja. This influenced my investment principles for the past 20+ years: Pick your targets with patience. Do your OWN diligence. Never follow the herd blindly: 'Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly, and one by one.' General Sector Focus: Technology/Internet, Value, Disruptors, Energy/Alt Energy, Entertainment Stocks and Monetary Policy/Geopolitics. Geographical Focus: USA, Western Europe, Japan. Sector 'Halo' Focus Stocks: AAPL, TSLA... PS: Not a native English speaker. I apologize in advance for any typos and grammatical errors.
I have a technology background but have worked on Wall St for over ten years in front/back office roles of large investment banks as well as a leading edge HFT company.
As an investor, I believe fundamentals will triumph in the long run. At this point in my life, I tend to favor stable companies with attractive p/e ratios and dividend yields.