You can't separate the hand of the market from the creative arts; imagination from science; or ir-"rationality" from an indignant mob. So why guess you can eliminate 'risky' exploration, excavation and expression of unexpected truth (and love) from your investments? Go where others will not. Always interested in hearing from forward (and backward)-thinking creatives and long-term value oriented investing peers (not interested to know where you think a stock will be next month). I'm pretty green in the investing world, but check out my Tesla piece from 2012 (plus followups)... Investing Philosophy: Alpha is competitive abstraction and creativity. One must give weight to forces of history others are faithless to believe in, to find it. The art of investing far more closely resembles the study of how history is made than it does financial auditing. Under-appreciated forces (especially in the age of accelerated scrutiny): justice, mercy, love, grace, hope, meaning... Key influences: Tren Griffin, Marc Andreessen, Elon Musk, Steve Jobs, Nassim Taleb, Warren Buffett, Charlie Munger, C.S. Lewis, Dostoyevsky, Nicolas Gomez Davila, Daniel Yang, Micah Redding, Jeremy Foster, Matt Simmonds, Lakin Afolabi, Jin Choi, Ed Borgato, Glenn Abrett. Get in touch on Twitter: @mbadaily
Victor B. Elkind founded the General Partner of his hedge fund (Pairs Perfect Capital Partners) in 2010 after 20 years in the financial services industry. He was formerly Senior Vice President - Portfolio Manager running an international book of business worth over $400,000,000. Prior to Morgan Stanley, Mr. Elkind worked at Shearson Lehman Hutton and Drexel Burnham Lambert as a retail broker.
Mr. Elkind was educated at Horace Mann and Cornell University. He earned a B.A. degree from the State University of New York. His initial career path was in marketing and advertising. He held increasingly responsible position in product management and new product development at General Foods Corporaton before relocating to California to launch his own consulting firm.
I have worked in financial services for the past 15+ years, I have been investing for a little longer than that. My investment philosophy can be boiled down to a single sentence my old boss (who got me interested in finance) told me.
David the 1st trick to making money in the market and most anywhere else in life is to know what you don't know.
The 2nd is to know if you are smart enough to recognize someone who does have the knowledge you lack..
The 3rd and most important is to only pull the trigger once the blind spots are gone.
Follow me on twitter 'https://twitter.com/bizlikeInvest'.
I am an individual investor with technological and financial background (aerospace, AI, self-driving cars and finance). I work for a leading technological company and manage my own capital.
My greatest influences: Warren Buffett and Philip Fisher. I invest for the long term in superior businesses managed by outstanding individuals and selling at a reasonable price. Think big, think long term and buy the business, not the stock.
As of January 2017, I am long TSLA, NVDA, AAPL, SEDG, PANW, PYPL, GILD, AL and ATVI.
Past portfolio returns (US stocks, dividend payments included):
* 2016: +21.9%.
* 2015: +22.9%.
* 2014: +4.7%.
I am a long term investor, buying stocks as a teen through an account I begged my father to open.
I am a software developer by trade. I have an Accounting degree and an MBA along the way, so I do really understand the numbers involved.
I tend to like investments that are out of the ordinary and may provide a high rate of return versus a lower than expected risk level.