Individual investor and position trader. My focus is on identifying "mispriced" stocks: value plays, turnaround stories, and information arbitrage opportunities. Passion for research - I enjoy uncovering "gems" in the market, creating a thesis, and seeing it materialize. Primary focus is on microcap companies.
I write about orphaned and undercovered Israel-domiciled equities traded in the U.S. Also, covering the occasional emerging markets topic. Formerly Bloomberg's Tel Aviv-based Emerging Markets editor and earlier in career was research editor for McDonald & Co. Investments.
Welcome. I'm a passionate investor and the founder of Real Stock Picks, a blog of 100% free stock picks. I started Real Stock Picks because I was frustrated with the sea of "investing" websites that either 1) don't provide stock picks; or 2) provide low-value analysis of well known stocks, such as Amazon or Tesla. I want Real Stock Picks to be a source of real, investable stocks picks, where you can read one of my picks and actually want to invest in the stock. To that end, I often source my stock picks from the universe of small-cap and foreign stocks, as the valuations of these companies tend to be much more reasonable than the valuations of well-known US companies. To avoid missing my future picks, I encourage you to follow me on Seeking Alpha and to join my email list on Real Stock Picks. Thanks!
Full-time investor searching for A players, clean capital structures & scalable growth. No cigar butts or conventional wisdom. My investment philosophy is similar to how I live my life: acquire a few prized possessions, minimize clutter and maintain flexibility.