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I've been an investor for over four decades. It was lucrative as a career until it became even more profitable as a hobby. I enjoy discovering unappreciated gems in the market. I look for value, but am not married to an investment style which may either be in vogue or not. I only invest in businesses which I can understand and feel I have the ability to gain as good an understanding as other investors. I do rigorous accounting analysis, modeling and valuation before making sizeable investments -- consequently I forfeit nimbleness in return for better odds of getting the thesis correct.
Independent / boutique research firm analyst.
Bonds, Dividend stock ideas & income, Energy stocks, REITs, Stocks - long, Stocks - short
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got "bleeked" -- reminds me of the 'hit and run' attack on AFSI which dropped 30% then rebounded to a new high.
Jul 15, 2014
"the AmTrust stock tha...
Funding Shortfall, Foundation Selling, And Flaw...
Daniel,Thx for the write up...
Special Diversified Opportunities: The Ultimate...
I would ask a more fundamen...
Ellington Financial: Buy The Dip?
The Bleecker report created...
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It's always tough to make a...
NexPoint Credit Strategies - Down 6% From All-T...
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