I approach investing as a social theorist and a cultural historian. As a result, I am a contrarian. Studying the history of financialization, I have to agree with value investors like Seth Klarman, George Soros, and John Quiggin that markets are ultimately inefficient. However, I am not an orthodox value-investor. I believe in diversified strategy so as to insure maximum gains while maintaining a "margin of safety." Understanding that markets will operate inefficiently, I sometimes find "playing the greater fool's game" will yield nice short term gains. I have been investing for five years and have had proven results. I offer unique insight on fundamentals that most analysts do not consider.
Cornelius Vanderbilt has done more than any other man to shape our idea of investing. He was the ultimate contrarian. As an investor he looked for both value and risk. His approach to markets is complex and contradictory but can be learned from.
B.A., NYU Gallatin School
M.A. CUNY Gradatuate Center [in progress]
I started a twitter. https://twitter.com/matt_finston
In 1981 Allen founded Allen and Caron, which now has offices in Irvine, California, and New York City, with affiliates in London and Milan. He spent the 1970s in various areas of media and communications. Initially he was an editor and later a marketing manager for scholarly and educational book publishers; he then moved on to serve in the cutting-edge public affairs department at Atlantic Richfield Company in the mid-1970s. When he left Atlantic Richfield, he became vice president and general manager of the southern California region of Bozell & Jacobs Public Relations.
Allen has served on the boards of several small companies, including Westergaard.com, the publishing enterprise of the late John Westergaard. He is the co-author of a college text on system life cycles and books on business communications and continuing education. He has written a book on sandcastles, and has written on a variety of topics for numerous leading magazines and newspapers, and has been active in several charities. He is currently working on a family memoir and a novel.
Allen has also been a contributing author for the "Inside the Minds" series of C-Level Business Intelligence™ books published by Aspatore Books, a Thomson Reuters business. His contributions include a chapter in Public Relations Leadership Strategies titled Investor Relations: Creating a Dialogue with the Investor and a chapter in Public Relations Best Practices 2008-2009 titled Cross-Border Companies: A Fast-Increasing Trend in Investor Relations.
I am an activist investor in US and Chinese stocks. I was previously an investment banker in New York Hong Kong and London for 9 years, focused on Equity Capital Markets. I look at both long ideas and short ideas and typically focus on a small number on names where I can spend the time to conduct very deep research. I spend my time living between Los Angeles and Beijing, China.
I have an interest in anything related to finance. I tend to focus mostly on telecom, IP firms, insurance, and biotech stocks. I enjoy researching and investing in stocks. I tend to focus on stocks that trade near or below $5 that have been beaten down.