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boatfund

boatfund
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ABOUT
Hi guys,

I'm an individual investor working within a value investment framework with a long term investment horizon. That being said, I'm always looking for shorter term special situations as well. I think the markets provide opportunity for outsize profit, and I remain unconvinced of the ability of CAPM or the EMH to adequately describe the financial universe. I'm always interested in learning new things, and credit Graham, Dodd, Lynch, Klarman, Malkiel, Fisher and a few others for framing my perspective on the art of investing.
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  • Description: Undergraduate. Trading frequency: Weekly
  • Interests: Stocks - long, Stocks - short
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LATEST STOCKTALK more »
I have been adding LF on the way down. There's a long term trend of their costs falling faster than their revenue. Aug 2, 2010