Careered primary in healthcare equities and finance. Held board seats in 14 privately-held companies, 1 publicly traded MBA in Finance and Quantitative Analysis, BS in Mathematics and Economics Interests include: continued hegemony of the USA and our allies, improving our political system to minimize the pursuit of foolish policies, improving our educational system, better debates of conservative vs. liberal vs. libertarian ideas, limitations of economic policies in a capitalist society, limitations of science, long term investing, market psychology, Godel's Theorem, Dark Matter, Dark Energy, Chaos Theory, exposing faulty-logic and half-truths, catching my own foolish mistakes, etc.
Like chess and go. Read a lot in economics, philosophy, religions. Retired but built a retirement home and work on it constantly. Love my wife and 4 Chihuahuas. Write a little-on economics and personal efficiency. Been a Buddhist since 1965 Nyingma school. Schooled for 25-30 years.
have a great view of San Diego.
I am an individual investor in a quest to minimize portfolio rotation.
I am agnostic in terms of growth vs value, but lacking the time, the resources and (most importantly) the brains, I tend to look more among the latter set of opportunities.
I am professionally versed in the European upstream O&G arena, but skeptic on its future (and optimist about the clean-tech momentum of California).
One could argue I should have an edge in European stocks: I am from Spain and based in the UK, but like Buffett says, it's far better to buy a wonderful company at a fair price than a fair company at a wonderful price. So my portfolio is OW US and UW Europe.
N.B. If some of my comments are overly cynic, don't be offended, just an invitation to look after your $ more carefully.
Very young (25 years) retail investor, recent graduate of Architectural Engineering in Budapest, Hungary.
Born and lived 5 years in Bavaria (Germany), 15 years in the USA (east/west coast), 3 years in Hungary, 1 year in Slovenia, and now currently in Sweden. Can speak 3 languages fluently (Hungarian, English, German) and have a reasonable knowledge of Swedish. "Global citizen" and "third culture kid" are accurate labels to my way of life.
I assume that people know something I don't and therefore look for those with specific information rather than feel-good analyses written from lofty perspectives.
In 1999 a company I worked for was acquired by a fast-growing public internet company. This led me to make mid-to-longer-term investments on a select set of companies offering unusual situations. Most of my investments are a mix of value investments combined with some event arbitrage. Examples:
Bought ONE shortly after Jamie Dimon became CEO, based on attractive price per book and balance sheet. Later acquired by JPM.
GOOG post-ipo for strong market position and financials.
BP during oil spill, based on strong financial position and ability to sell most profitable product irrespective of brand damage.
JEF investment bank after fears about weak regulation post-MF Global insolvency. CEO demonstrated liquidity of their balance sheet by going half-cash in 24hrs, stock recovered soon thereafter.
PWRD after series of accounting scandals with Chinese ADRs. PWRDs auditor had best track record of ADR auditors, popular products and 60pct+ price to cash ratio. Soon posted recorded earnings and $2 special cash dividend.
DMND from on an accounting scandal, where stock dropped 80pct after ~3pct of revenue was recorded in wrong quarter and an acquisition was canceled. CEO/CFO resigned, replacements laid out a clear plan to address deficiencies. Took twice as long as expected to earn out, later a nice payout when LNCE acquired them in cash and stock transaction.
KRNY on an undervalued mutual bank thrift whose upside was enhanced when management decided to convert to stock ownership.
PYPL post-ipo, on strong product and market position.
For my day job for last 10 years, I am CEO of a quantitative finance software company that specializes in automated investment and trading decision. I previously worked for a large algorithmic trading adviser as well as a couple of internet technology firms.
Capital markets are like forests and jungles. I have lived in them for more than 20 years. I am striving to be like Tarzan. From rope to rope, feast to famine, a desire to another, it is really hard to emulate the boy in a cloth
"When plunder becomes a way of life for a group of men living together in society, they create for themselves in the course of time a legal system that authorizes it and a moral code that glorifies it."--Frederic Bastiat
I currently work in central Alberta, Canada, in the real estate valuation industry. I am passionate about military history, philosophy, economics, and learning about investing.
I received a BA in History from the University of Alberta and am currently moving towards attaining my AACI (Accredited Appraiser Canadian Institute) designation. I am also enrolled in the CFA program and have passed the Level I exam (2015).