To those who had been following my articles, I apologize for my abrupt exit from posting on SA. In mid-2015, I decided that sharing my investing views with everyone on Earth with computer access just wasn't worthwhile, since that inherently includes some problematic individuals. Since then, I only occasionally publicly comment on stocks via Twitter. The rest of what follows was my SA profile so that I won't have to rewrite it in the unlikely event I resume posting articles publicly. Best of luck with your investments.
First steps in SEO I was back in high school, but serious interest in positioning pages popped up a few years ago. Since then, constantly looking for new opportunities to promote their clients ' pages. I try to follow the guidelines of quality Google so that the results achieved were safe and long-lasting. In his career, was leading campaigns for small as well as the largest Polish Web sites, among which may be mentioned m.in. A virtual Poland, BZWBK, UPC, iSpot or Santander Consumer Bank. In addition, I have a certified Google Analytics and Google Adwords.
Finsight Funds aims to bring a modern approach to investing by coupling data with the latest academic and proprietary research. In our interconnected world of Big Data, it should be easier than ever to identify trends and forces shaping markets.
I follow a blend of value and growth investing. The truly exceptional companies with great returns have growth ahead of them, but come at a value price.
I began investing in the stock market more than 10 years ago. I have experience working on the buy-side for a wealth management firm, a large asset management firm (which managed in excess of $50 billion) and a small hedge fund (AUM of $50m). I am a CFA Level 3 candidate for June 2017.
The purpose and mission for Finsight Funds is to help allocate financial resources where they can provide the most value to the world.
Part of the goal in writing for Seeking Alpha is to listen to and understand the readers to the research, thoughts, and ideas that are presented.
"He who listens becomes the master of what is profitable."
Recently, a reader asked about my anonymity. My response, which I feel is appropriate to share here, was:
"I have thought much about the distinction between myself as a PM and the institution I am founding; while I would love to have my institution accomplish a lot, I do not want resulting personal fame or attention. I would prefer to be out of the limelight. For those reasons, I have decided to promote the institution rather than myself."
10 years of buy-side investment experience.
Disclaimer: Any content on this site is NOT investment, trading, legal, or tax advice, and none of the information available through this website is intended to provide tax, legal, investment or trading advice. Nothing provided through this content whether by the owner or posted by other writers constitutes a solicitation of the purchase or sale of securities/futures. The content on this site is intended for informational purposes only, and should never be used as investment advice. Please do your own research before making any investment decisions.
My work consists in procuring investment situations for clients where the estimated monetary value of a quoted financial security is significantly higher than its market cost; thus establishing a margin of safety in investments that allows for market outperformance and a lower risk profile in the long term. During this time I have successfully identified and invested in inefficiently priced financial securities that with few exceptions have outperformed global equity markets.
My experience is further divided into two types of investments:
1.) General Equity Investments: Investments in companies whose true value is unrecognised by equity markets.
+Asset Value. Shares of companies selling for much less than their net asset value, liquidation value or those that have substantial hidden assets.
+Earnings Power Value. Shares of companies selling for much less than their cost of capital times their earnings, normalised earnings or their earnings potential.
+Great businesses at great prices. Shares of companies with excellent ROIC levels and competitive advantages selling for a price unreflective of such characteristics.
2.) Special Situations: Financial opportunities characterised by an unlocking of value via a complicated or uncommon financial structure that tend to be disregarded by market participants.
To realise the aforementioned investments, I read a great number of financial documents, reports and news articles daily and analyse and model my findings. While doing so my strategic framing and approach is two-fold:
+ Defensive Strategy: Monitoring and analysing the composition of the client’s securities portfolio and acting accordingly when the estimated value of a financial security changes.
+ Offensive Strategy: Exploring the global marketplace in search for investment opportunities, analysing them quantitatively and qualitatively and comparing them to the client’s opportunity cost (i.e. cash, current portfolio positions or other potential investments).
Born and raised in the USA, graduated with a degree in Finance then worked at a multi-strategy global hedge fund for about 4 years analyzing stocks all over the world. In 2007 I left the USA and moved to China to study Chinese and start a business. Now, I am the CEO and Co-founder of eFin which provides wall street level research to main street investors via a proprietary algorithm. Our eFin scoe that takes into consideration hundreds of factors to provide the best period of time to make an investment in a stock.
Nevertheless, my experience working at the hedge fund and running my own business has improved vastly my investment making decisions. I believe Warren Buffett said it best “I am a better investor because I am a businessman and a better businessman because I am an investor”. I have had my share of busts and winners and have gotten wise enough to always look at both sides of every investment no matter how negative or optimistic the situation is.