Market observer with legal background and interest in financial services, physical commodities trading, shipping and irrational exuberance. Values entrepreneurship and good governance, may also use some behavioral investment/contrarian criteria.
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Old crusty fart who has been trading stocks for over 40 years. Worked in the industry for Dick Mayo and Jeremy Grantham at GMO until Dick left to start his own hedge fund. I retired at that point. Since then I have managed my own and my family's portfolio on a pretty much full time basis. Areas of interest, deep value, distressed entities, etc. I only invest long. I do not do options. I do not short. I do not do margin. I do equities and bonds. Some interest in CEFs. Most analysis is bottom up and not top down. I post on various stock boards under this name and have done so for over 15 years. I eat what I kill. That is the my only source of income. No stock letters, no advisory services, no manglement (sic) of OPM, no compensation from any exterior source for anything I do or write. My trading assistant is a Blenheim King Charles Cavalier Spaniel similar to the picture I use. And no, the firm does not exist, but you would be amazed at the junk mail I get at times. Some people never get it.
I regard SA and the stock boards I frequent as something of a pot luck supper. If we all bring something, we all eat well. If we all show up and bring nothing, we all starve. The opinions and conclusions I post on these boards can be wrong, have been wrong at times, and will be wrong at times. The person who does me the greatest service is the person who shows me where they are wrong. If I say something that you disagree with please let me know and tell me why. Please also feel free to ask me questions. On the better boards, the questions are usually ones that should be answered. If I do not know the answer, having to find it does me a service.
I may put IMBMSSSA in my disclosures. That stands for I May Buy More, Sell Some, or Sell All. I got tired of typing the whole thing..
Retired at the age of 52 after a couple of decades on international assignments in a dozen countries with a US corporation. Lives in Europe. Holds a core portfolio of European stocks and physical real estate, and trades US stocks occasionally.
James has degrees in both Economics and Political Science. He is a small business owner with several years of past political experience and 17 years of active investing.
You can get a two-week advantage on all his work through Value Investor's Edge as well as exclusive research and analysis by J. Mintzmyer.