Over 15 years as an IT Consultant for a wide range of clients including Dell, Ingram Micro, BankAm South and FedEx Data Center. Specializes in technology, contrarian plays and global macro. My articles have appeared on Morningstar.com, IHIQS, Seeking Alpha, Yahoo! Finance, MarketWatch, EIN Newsdesk, Google Finance, Motley Fool, MSN Money, and AOL Daily Finance.
Over 30 years of investing in individual stocks. Extensive business experience with small to mid-size companies, including as CEO. Many hundreds of blog posts on financial and economic matters since 2008. Focus on value with catalysts for upside price action. Background as a physician and pharmaceutical inventor and entrepreneur, however focus now is global and involves almost all economic categories.
As an investor, I look to acquire long-term, common-stock holdings in businesses that will grow book value over time at a price that can allow this growth to translate into an adequate return on investment.
I prefer management to make sound economic decisions, particularly around capital allocation, rather than game accounting reports to meet analyst expectations.
I am more concerned by the potential for permanent loss of capital, arising from deterioration in business fundamentals or poor management decisions, than quotation risk; as such, I pay detailed attention to company reports and no attention to technical studies of the stock price.