Born: September 5th 1982 Location: Queens/Long Island, New York Marital Status: Engaged Children: Zoey Marie Academic: Towson University, B.S. 2006 Major: Political Science Minor(s): English, Economics, & Mathematics I've had a love for the securities markets since I was about 8 years old, and received my first subscription to the Wall Street Journal at 11. I've been obsessed with such mathematical concepts as M-Theory and Chaos Theory since my early days of High School, and have always had a fascination with numbers.
Purchase copper aluminum steel, scrap metals was major occupation for almost ten years for largest steel producer in the US and largest consumer of scrap metal recycling. Specialty in non ferrous metals but was fortunate to take advantage of a bad 2008 with an immediate instinct to take contrarian plays and make them work when it comes to securities, metals or scrap positiong. Some hedging of physical and paper product but really not profitable enough for my current mode of operation, whicch is making gains and trying to keep it simple.
I am a current student at the University of Maryland - Robert H. Smith Business School, with one semester left. My majors are finance and accounting and I truly prefer the finance side of things. Now onto my ideology...
My ideas and interests are derived from companies that I believe are differentiators in the market, rather than cost leaders. The companies that I am interested in also must have excellent management, complimentary ecosystems (most do) and a unique strategy that allows their growth to be superior over an extended period of time, i.e. sustainable growth.
Finished CFA level 1 & CAIA level 1 in a breeze. Looking forward to CAIA level 2 and CFA level 2. Made top 1% on the Bloomberg BAT, but was a black sheep at my mediocre college, and I was foolish to let it affect me. (non-traditional student)
Hope to write some quality articles in the coming year.
I was playing with fire my first year in the market, using a lot of call options. It was easy to make 50+% gain in 1st yr, summer '13 to summer '14 (thank you bull mkt). This past half year has been a little rough; I wish I had acted more decisively on material information about the energy market and the movement of the Ruble ($YNDX is a favorite).
I remember announcing the probably course of events to family the morning after OPEC's Thanksgiving's Day announcements, and I regrettably decided to wait it through b/c our professors chided us to take a buy and hold approach, and b/c I had bought some quality energy names at very fair prices in October. In retrospect, I realize the importance of optionality or in a sense, degrees of freedom.
In this case, I realize I am too committed to a base scenario (energy stocks recovering in the next year) that has too much opportunity cost. If the price adjustment cycle lasts longer than the expected scenario, then I will be unhappy with the opportunities lost. An equal weight short position would have been an ideal temporary maneuver, expressing my short-term thesis, while not causing commitment angst in the present, hoping for the long-term adjustment to blow over.
I was entrusted with a fresh 100K family capital this past summer, and I plan to be more prudent and thorough (obviously with minimal leverage or derivatives). This market is a little dangerous with high debt loads in China, somewhat high valuation levels (horrible Schiller CAPE ratio, but not sure if that matters as much), and jitters over rate hike, Ukraine, terrorism, epidemics, difficulty of private sector adjusting to Obamacare, and possible fiscal & monetary stimulus tapering.
I think low energy prices is a great stimulus, but the possibilities of a perfect storm with semi-hard landing in China or Europe, a serious violent flare-up with Russia or the Terror War, and disease outbreak could somehow happen at just the wrong time (perhaps, right after a rate hike).
I've read a fair amount of Buffett. But I love the tech industry mostly. To humor Buffett (a tech dinosaur), I bought a tiny bit of IBM. It has been working hard to transform its whole business, and actually has some top-notch talent and product portfolios with a fairly conservative valuation. The market is probably right that is a long-shot that IBM will grow significantly again, despite its immense technology assets and partnerships. Recent comment: feel lucky to have exited IBM at a small gain; mulling a re-entry and annoyed that I missed the recent Google explosion. Google is solidifying its reach and ecosystem, but at steep multiples.
I've been away from investing for much of the past half year (now dec'15), partly because I was getting cyberattacks on my twitter account, my computer, and broker connection was being intercepted, which made me very uncomfortable. My car also very suddenly needed an engine replacement that same week, despite a thorough check-up a month prior. I'm having a hard time moving forward, after severe blacklisting after-effects, (too long & weird to discuss).
CAIA & CFA level 1s were super-easy even though I was underprepared. I look forward to embracing the challenge. I will end up working in Europe or abroad, if I have to. Lucky to get tons of invites from Bloomberg recruitment due to top notch scores, but haven't really applied b/c of crummy school issues. Plan to work on Wall Street Prep & hopefully some SA articles.
Dreamjob: working for a hedge fund focussing in equities, preferably with a multicultural bunch (I'm half european / half asian american)
Long-term dream job: top-notch hedge fund manager
My favorite time horizon: 3mo to 18mo, b/c best chance of having a direct connect with news & analysis. market moves too fast to be primarily buy & hold, albeit such a mid-term outlook forfeits the benefit of effective interest-free loan in the the form of deferred taxes (as Buffett makes use of) as well as benefit of a capital gains rate, but on the other hand, a mid-term outlook maximizes flexibility. I'm trying to stay more grounded in fundamentals, flesh out the invest case for a quite a handful of stocks, and balancing risks in wide portfolio. Plan to explore ETF's more.
I founded Retail Investor 360 and Vincata Enterprises LLC in 2013 to help everyday investors invest prudently as well as to assist life science firms gain exposure to the investing community. The ultimate results are two prongs: more lifesaving medicine for patients and market intelligence for investors.
My diverse background as an independent financial analyst, medical doctor, entrepreneur and chemistry instructor complements the integrated investing research that I pioneered.
The first rule of integrated investing is to realized one’s limitation. For instance, physicians who are rigidly scientific tend to lack the analytical prowess of financial experts. Conversely, financiers typically do not possess the medical expertise of healthcare providers. Likewise, scientists are skillful in data analysis but they may not be familiar with prescribing patterns.
The second rule is to move beyond one’s circles of competence through learning various disciplines as well as leveraging on others’ expertise. In doing so, I tap into the intelligence of physicians, financiers and scientists in my network.
The third rule is to seek intelligence not available on the balance sheet via conducting field research. Accordingly, I gained much insight through informal patient as well as consumer surveys. If needed, I run my own statistical tests.
All that being said, integrated investing research helped me to accurately forecast the outcomes of numerous clinical trials like the Flint of Intercept, Ascend of InterMune and Affinity of MannKind, far in advance of the market.
Despite my focus on the life science sector, I cover other industries from time to time. And my work has expanded to assisting not only retail investors but professionals as well. I mostly publish long investing theses, as the rewards are most substantial. Nonetheless, I issue short theses once in a blue moon. This is not to short firms but to sharpen the skills needed to lead readers away from cautious investing.
Interestingly, my overall accuracy in the short thesis has been far better than the long counterparts. It is imperative for the readers to realize that one does not need to achieve 100 percent accurate results. The keys are to maintain this above average accuracy and to have adequate portfolio diversification. As long as you are right six out of ten times, you should achieve market outperformance in the long run.
Please note that I am not a registered investment advisor. Even if I am, you still need to consult with your own financial advisor, as your circumstance can be different from someone else’s. My research are not recommendations to buy, sell or transact any forms of security. And though I strive to provide the most accurate information available, the nature of information changes over time. Therefore, I can neither guarantee the accuracy nor timeliness of such information that, in and of themselves, are presented “as is.” You should use my articles as educational and informational materials to assist you in your own due diligence.
I also write for Talkmarkets from time to time. You can check out my articles at http://www.talkmarkets.com/contributor/Retail-Investor-360/
I am a Professional in the Biotech industry and I am working for a Large Pharmaceutical Company. My duties there are mainly to assess the develop-ability of cell culture derived therapeutic proteins such as monoclonal antibodies, antibody-drug-conjugates, Fusion proteins etc.
My main focus is analysis of biophysical properties of those molecules and pick the molecules with the highest probability of success based on various parameters. Furthermore, I am leading efforts to address issues such as solubility and shelf life of proteins. I hold two Master degrees, one in Biotechnology, the other one in Biotech - Management.
Please feel free to contact me if you have any scientific questions, I will help out with my best knowledge.
PS: Please keep in mind that my field of expertise are Biologics but not small molecule drugs.