Studied Psychology and Mathematics at Ohio University. Informally provides analysis of companies and markets to a broad spectrum of investors. Investment philosophy rooted in fundamental analysis and GARP principles. Primary field of financial study, market psychology and its role in the creation of undervalued companies.
Lived in Peru for a few years, hence the moniker (LLamaLima). Received some stock from my Grandpa about 20 years ago and that got me interested in investing. Have been reading and researching investing every weekday now for over 16 years. Passed the CFP exam four years ago, but don't advise for pay anymore...
I have a retirement portfolio (moderately aggressive) and a college portfolio (conservative) that I manage for my son's (see pic) education. Just started an aggressive portfolio for my next car so I can purchase in cash in hopefully 6 years. Between the three portfolios, I am invested in TIAA-CREF, mutual funds, stocks, a REIT, a MLP, a commodity fund and some foreign stocks. I trade maybe 2-3x a month.
Very interested in continuing to learn more about the markets and investing. Currently have subscriptions to Morningstar and Seeking Alpha.
I am Seeking Alpha's CEO and Editor-in-Chief. My love for the stock markets goes back to when I was a kid. Who else remembers combing through the stock quotes at the back of the business section of your local paper?
I joined Seeking Alpha in 2006 and launched Wall Street Breakfast and Market Currents, our top-of-class short-form breaking news for investors. In 2010 I became editor-in-chief and in 2015 I became CEO.
I live in Jerusalem with my wife and a bunch of exceptional kids. Most days, you'll find me making the commute from Jerusalem to Raanana. Occasionally I get to work from my home-office, from where I keep an eye on the beautiful Judean Hills.
To contact me, send me a direct message, or email me at firstname.lastname@example.org.