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.
I am an applied mathematics graduate student with bachelor's in mathematics & physics from NYU. I seek to use analysis of scientific and technical literature to identify attractive risk/reward profiles in investments from both the semiconductor and biotechnology sectors.
I have been in the industry for 9 years involved with Wealth Management, Investment management, Trading and Hedge funds .
Now I am working as Head of Distribution and Acquisition of Benzinga, a financial media and data provider. I have always had a passion for the markets and learning what makes them tick and ways to profit off information.
Benzinga has a real time news service and calendars (pro.benzinga.com) that many traders utilize to make short and long decisions.
Please message me if you want to chat or hear more about Pro.
My investing style focuses on what I believe is difficult to price, particularly scenarios that are simply not on analysts radar. I pay high attention to insider c suit buying, an activist on board, or a bullish revenue related thesis that is not under managements control (commodity price swings, aggressive customer growth etc).