I work in Corporate Finance and Planning within the recruitment/technology space. I have a big interest in investing and detailed equity research. I have created detailed financial models for many public and private companies within the recruitment space, performed comprehensive competitive analysis and have a solid grasp of the industry overall. I work to try and employ this knowledge towards the public market and help provide a unique, well-thought out perspective to investors.
Outside of my professional work, I am an avid investor, that is always looking to learn something new to help shape my investing style.I look to wherever I can find value in the market and help pass along any insights that I can. My goal is to expand my breadth of understanding to several industries and be able to provide solid analysis of various different types equities and special situations.
Recovering tax attorney and CPA. Executive and employee compensation expert. Founded CompensationGPS consulting firm to assist companies in Maryland, Northern Virginia and DC to structure competitive compensation plans. Manage personal investment portfolio.
I run a small, private long/short portfolio. I focus on long term value, with a full expectation of showing paper losses in the short-term. Agnostic on the topic of catalysts. Wary of false precision. Usually ignorant of quarterly results and analyst forecasts. Seeking durable insights on business models and industry trends, and general wisdom.
Stock investors are always asking what is the catalyst for value to be realized? I originally thought like this which lead me to take too much risk. I now focus on being patient, controlling risk, and minimizing permanent capital losses. These steps have lead to significantly better returns. Even when there is no clear catalyst, an undervalued stock is eventually its own catalyst.
I think the benefits of communicating on Seeking Alpha are enormous. Many times I have a strong financial view of a company but do not understand the specific industry or industry competitive dynamics. I can often interact and read insightful comments from engineers, scientists, and technology experts. These experts offer great free advice and I try to add value in my specific areas of expertise. One area that I have been specifically helped is the energy sector.
While some investors are very negative of people who short, I view shorting stocks and posting factual information as noble. The focus of course is on truthfulness and accuracy of this information. Anyone who is posting rumors, lies, or other unscrupulous behavior (long or short) to manipulate a stock should be prosecuted to the fullest extent of the law.
I graduated from the University of Arizona in 2002 with a BS in Finance. From 2002-2006 I worked in the Wealth Management Group at Bank of America. I left Bank of America to manage family/friend money in long/short equity strategies. I also helped start-up two internet retail businesses.
I don't post much on twitter but think it is another great resource. I can be followed at https://twitter.com/jrhUofA
I currently live in Phoenix, AZ. If you live in the area and are a serious investor, please send me a note as I would be happy to meet and exchange our best ideas.
I am a devotee of technology, data and education. I seek deep understanding in everything I do. I have studied sciences, computing, and quants. I apply a voracious appetite for knowledge to both my professional and financial life.
Investment professional and CFA charterholder. I write on Seeking Alpha as a personal hobby and to elicit feedback on specific ideas and topics, help organize my thinking, and connect with intelligent people.