We conduct deep research on companies primarily in the emerging markets, looking for ideas that will generate excellent compound returns with a high margin of safety. I am the youngest analyst to win multiple awards in global contests sponsored by FactSet and Ira Sohn on the online buy-side platform SumZero.
I am a physician by training and now a full-time investor and entrepreneur, with a focus on spin-offs. If spin-offs outperform as a group, why not select stocks from this group as opposed to the broader universe?
Mr. A. Paul Gill has been the CEO of Lomiko Metals Inc. TSXV: LMR, OTC: LMRMF since June 2009 and CEO of Lomiko Technologies private) since 2014. Mr. Gill developed significant experience in the strategic development of resource companies such as Norsemont Mining,Inc. (Bought by HudBay Minerals for $ 512 million). He has held the positions of President, Chief Financial Officer, Corporate Secretary and Vice-President of Business Development of Norsemont Mining Inc. and served as a co-founding director. Mr. Gill has been a Consultant of AJS Management private) since March, 2001 and a Director with Graphene 3D Lab TSXV: GGG, OTC: GPHBF, Graphene ESD and Epic Mining Corp.
I am an individual investor who cares a great deal about realistically analyzing companies. I generally disagree with the idea that the market is quick to 'price in' events correctly. If the market does react to events, I believe it tends to overreact, creating buying or selling opportunities. This philosophy tends to leave me slightly out of touch with the market, since it ebbs and flows to highs and lows that I find unjustifiable. I enjoy criticism, because it makes me a stronger investor with a clearer view of my goals in investing.
I work as a contractor for Verizon.
I manage a $1B+ portfolio for a family office. Our investments include bonds, equities, hedge funds, and private investments with a wide geographical and asset class dispersion. I have a J.D. degree from Yale Law School and practiced for 30 years as a trial lawyer in commercial cases.
That fellow in my icon is, of course, Galileo Galilei. Eppur si muove.
You can email me at Montana.Skeptic@gmail.com & follow me on Twitter where I am @MontanaSkeptic1
Recent high-school graduate based in Singapore looking to break into the buy/sell-side. Grateful for opportunities to interview locally.
Disclaimer: The author's reports contain factual statements and opinions. He derives factual statements from sources which he believes are accurate, but neither they nor the author represent that the facts presented are accurate or complete. Opinions are those of the the author and are subject to change without notice. His reports are for informational purposes only and do not offer securities or solicit the offer of securities of any company. Mr. Goh ("Lester") accepts no liability whatsoever for any direct or consequential loss or damage arising from any use of his reports or their content. Lester advises readers to conduct their own due diligence before investing in any companies covered by him. He does not know of each individual's investment objectives, risk appetite, and time horizon. His reports do not constitute as investment advice and are meant for general public consumption. Past performance is not indicative of future performance.
Born in 1958, I am a small investor who has taken his lumps. When I started out, I made a lot of money trading. Then I lost twice as much, when market conditions changed but my methods didn't.
Intellectually I believe that dividend investing is probably the best way to go. However, I am still addicted to searching for a good deal--call it value investing, or swing investing, or what you will.
In the first nine months of 2016, my portfolio is up 126%. Needless to say, I am happy about that. Especially as a part-time investor with a day job. But like everyone else, I would like to do even better.
I am currently a first-year MBA student at the Kellogg School of Management, seeking for an Equity Research internship position this summer.
I graduated with a master degree of control theory and control engineering from Northeastern University in China. My first job was a software engineer at Lucent Technologies, which fundamentally grew my interest in technology. At the same time I started investing in China‘s stock market. The 2007 stock market crash sparked my curiosity in finance, then I studied for CFA. Next, I transitioned to a business analyst at Thomson Reuters focusing on exchange-traded data across Asia Pacific. I enjoyed my broad exposure to the financial markets, and at the same time made huge efforts understanding the stock market. Overtime I developed my economic intuition and genuine interest in Equity Research. I am here at Kellogg in hoping to get my journey started with a strong platform in US.