I am an investment analyst in my final year of undergraduate studies. I am currently seeking a full-time position as a research analyst at a value oriented investment firm and can be reached at email@example.com.
In a nutshell: Law graduate, investment analyst, and inquisitive skeptic. From a young age, I’ve been fascinated by investing, leading me into following the markets and managing my personal portfolio, following a value-oriented mandate. I write for my blog: www.aheadofthecrowd.wordpress.com
I'm an individual investor focused on deep value, mainly in the micro-cap and nano-cap universe. As to my educational background, I hold a Master of Science degree in Industrial Engineering and Management. I'm primarily interested in analyzing tiny companies with minimal coverage, since I believe the market to be less efficient in that area. I am looking to connect with fellow investors and analysts with a similar interest, so please feel free to contact me.
Graduated in 2011 with degrees in Pre-Law and Business Administration from Eastern Washington University. Completed my MBA at Whitworth University in May of 2017. Began career as a Loan Officer, but am now working for Umpqua Bank as a Secondary Marketing Financial Analyst.
Started my first Roth IRA at the age of 16, but began seriously investing closer to 2011 at the age of 22. My investment strategy is largely focused on generating retirement income from dividend-paying stocks. I do not hold any professional investment licenses, but I spend a significant amount of time educating children, teenagers, and young adults on basic finance. I also specialize in cash-flow analysis for those nearing retirement or who are in retirement.
I'm a value-oriented analyst and private investor focusing on small-cap companies that have been overlooked, ignored, or written off by the rest of the market. My time horizon is typically between 3-5 years, although I do look for short-term opportunistic investments that offer a reasonable margin of safety. The common denominator for nearly all my investments is that the business be of "high quality," which includes being profitable, generating positive free cash flow, and having a relatively clean balance sheet.
I am a rising junior studying finance at Bentley University, and am currently searching for an equity research or investment-related internship for the summer of 2018. I became interested in financial markets and investing a few years ago through my academic studies. As time went on, I slowly gravitated toward a value oriented approach and have developed a growing passion for trying to find asymmetric risk/reward opportunities. I have gained valuable experience through my work at Raymond James Financial where I initially produced higher-level sector reports on various sectors and issues such as the impact of the drug pricing controversy on the healthcare sector and the impact of a meltdown in energy prices on financial stocks.
As I gradually gained more skill and expertise I progressed on to doing more asset allocation related work. Some of the projects that I participated in included an examination of corporate and high yield debt issuances, a forecast of future interest rates by the Federal Reserve, as well as, an examination of the performance of various equity market investing strategies across both a full market cycle and the various phases of one. Eventually, I received the opportunity to conduct investment research independently on a handful of fortune 500 firms such as General Motors, Ford, Ecolab, and Nestle.
In pursuit of greater opportunities, I made the decision to transfer to Bentley University this January. I joined the school’s investment group as an analyst, and became heavily involved working within the Healthcare, industrials, and Consumer goods sectors, actively presenting investment ideas for the fund, and working cooperatively with other members to strengthen and improve pitches to the full group.
I have decided to write for Seeking Alpha as a way to continue to gain valuable investment research related skills, and improve my visibility within the investment community.
I am always happy to discuss investment ideas with other contributors and readers. Please feel free to contact me at (413) 386-4428 or by email at firstname.lastname@example.org.
My investing style focuses on what I believe is difficult to price, particularly scenarios that are simply not on analysts radar. I pay high attention to insider c suit buying, an activist on board, or a bullish revenue related thesis that is not under managements control (commodity price swings, aggressive customer growth etc).