An entrepreneurial generalist who has served principally as a business leader and consultant in the information technology, communications, and business services arenas. Now retired, a stock picker and writer who enjoys writing about the semiconductor memory industry, among other things. When I'm not doing that I'm backpacking, cycling, and playing with my grandchildren.
I have retired from a 35 years career in the semiconductor industry. I now have the time to do the deep research necessary for successful investing.
I freely provide investment information for friends and family.
I am a member of MENSA, which means precisely nothing except I wake up in the middle of the night doing pointless math problems in my head:)
I work as a consultant in the heavy machinery industry. My articles cover heavy machinery, mining and transportation industries. All my articles are written by me and they only reflect my views and opinions.
I try to only invest in companies with a market cap of at least $50 billion with healthy balance sheets and strong cash flows. These are the most important three criteria for me.