Investing for about 25 years and enjoy analyzing companies, especially special situations. I live in the US, have a PhD in the biological sciences, with about 20 years experience In clinical development and commercialiation/marketing of Therapeutic biologics, small molecules, and medical devices. As I have grown older, my philosophy has evolved from one of short-term trading, to finding stocks that can be held longer-term, preferably forever. I enjoy researching biotech stocks, but seldom invest here due to the volatility and risks. I rely on my own fundamental analysis but will also consider chart patterns when deciding opportunities to buy or sell. I always do my best to figure in investor & analyst psychology, and use basic financials to reassure me of my analysis (including mistakes) when volatility gets extreme. Do not consider myself to be an expert on technical analysis and as a scientist with training in statistics, am skeptical of that the historical movements of a stock can be used to reliably forecast buy/sell signals (if charting were that reliable as a predictive indicator, everyone would be using this to their advantage). In addition to looking at company's financials, I like to consider companies that are positioned to capitalize on changing demographics (growing per capita income in developing countries, aging of America, obesity epidemic, etc.), and strongly prefer companies with a wide economic moat. I frequently sell covered calls to mitigate and take adtvantage of market volatility. When I find a high conviction company that I want to own, not infrequently I will sell naked puts to reduce my cost basis and generate some cash flow.
As a researcher and technical writer, I frequently write for SeekingAlpha where I present my bullish or bearish case on a stock that I own or sell short. I have worked in the Canadian financial industry (fully licensed, providing services to high net worth individuals and families).
My interests cover a wide variety of subjects and greatly influences how I assess a business. I use technical analysis, literary analysis, a computer scientist's perspective, an understanding of psychology and sociology, marketing, history, and more when making my assessments.
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Trained as a scientific programmer, I worked on war game software for NORAD (North American Air Defense) and statistical software for Abbott Labs. For most of my 40-year career developed and sold financial and accounting software.
Was principal or founder of 3 small (5-30 employees) software companies.
Wrote a book on public pensions and a play that won an award in Writer Digest Magazine's annual writers competition, a contest that draws over 10,000 entries a year.
Over 20 years experience in various financial roles. Positions included Financial Consultant with A.G. Edwards and Sons, Hedge Fund Manager for the Abacus Small Cap Growth Fund. More recently, full time focus is on investing/trading undervalued companies within strong secular industries.
I'm a college student who studies at UCLA while working two jobs (one in accounting/finance and one in sales). I've been investing for the last 3 years. My first six months were disastrous as I lost about 30% of my initial investment. Since, I've turned it around and have posted moderate gains (23% YTD as of Aug 28). My goal is to become an accomplished investor, plain and simple. This website, along with books I've read and overall research I've conducted are the ways I'm looking to better myself in my skills as an investor. I pay particularly close attention to the biotech sector as I see huge potential gains there. Clearly, this chance for glory comes with substantial risk. However, because of my age (21), I see this time in my life as the perfect opportunity to take big risks in hopes of huge payout. Simply put, this is the one time in my life where I can afford an epic failure and still be okay.