I invest (technically) part-time, but I love the markets and immerse myself in them daily. I enjoy writing about my investment ideas as it helps me to organize my thoughts and I am happy to share if it helps others. I invite criticism as it will help sharpen my ideas, so please tell me where, in your opinion, I am going wrong.
Financial Advisor specializing in custom portfolio design. Expertise in options strategies for generating income or as a portfolio overlay to hedge or generate alpha.
Formerly on Wall St (Mid-town version), now independent.
Born and raised in the USA, graduated with a degree in Finance then worked at a multi-strategy global hedge fund for about 4 years analyzing stocks all over the world. In 2007 I left the USA and moved to China to study Chinese and start a business. Now, I am the CEO and Co-founder of eFin which provides wall street level research to main street investors via a proprietary algorithm. Our eFin scoe that takes into consideration hundreds of factors to provide the best period of time to make an investment in a stock.
Nevertheless, my experience working at the hedge fund and running my own business has improved vastly my investment making decisions. I believe Warren Buffett said it best “I am a better investor because I am a businessman and a better businessman because I am an investor”. I have had my share of busts and winners and have gotten wise enough to always look at both sides of every investment no matter how negative or optimistic the situation is.
Born in April 1986 and have enjoyed learning about investing for quite some time. For the last three years I've worked in oil and gas and before that I worked for a small investment firm specializing in purchasing non performing loans and distressed real-estate. I'm married with three kids and work full time and am learning how to be an educated securities and industry analysts.
As iron sharpens iron so one man sharpens another. Proverbs 27:17