I'm a professor and data scientist who has developed scorecards to detect fraudulent bank transactions. As an investor I look for fraudulent stocks and other stocks that aren't what they seem.
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With 20+ years leading global financial functions across several of the world's largest organisations, I take the time now to focus on small and micro-cap companies.
I look for particular events which may change the valuation basis in near/mid term, in companies where few or no analysts follow. I have a degree in Corporate Law and an MBA - I find this helps me gauge and value the impact of potential events.
By only investing in companies where liquidation value is greater than current value, I am able to manage risk accordingly.
“The way to win is to work, work, work, work and hope to have a few insights.”
– Charlie Munger
“People err who think my art comes easily to me. I assure you, dear friend, nobody has devoted so much time and thought to compositions as I. There is not a famous master whose music I have not industriously studied through many times.”
- Wolfgang Amadeus Mozart
"It is better to be roughly right than precisely wrong."
- John Maynard Keynes
My time frame for looking at an investment would generally be between two to five years.
I'm a retired IT professional that focused on large scale infrastructure projects. From 2000 - 2012 I was co-owner of an IaaS, SaaS company and understand the value and power of a recurring revenue model when paired with a sticky product. Companies with a recurring revenue model are especially interesting for the reasons that I described above.
My investing philosophy is very simple. I look for changes; social, economic, technological, legal etc that I believe to be inevitable. From there I identify companies that are well positioned to benefit from these changes.
Examples of these are:
1) Axon (formerly Taser) and the acceptance of Body Wearable Cameras
2) Orbcomm - Globalization and the need to track shipments worldwide regardless of location.
3) Sequans - The emergence of the Internet of Things and the clear leadership of LTE Cat-M over other narrow band technologies.
The challenge with this approach is getting the timing right as the pace of acceptance in the marketplace is very unpredictable, however the upside is often quite substantial.
You will see I have published a number of articles on Herbalife. This stock does not fit my investment model but it has captured my interest. I write articles on HLF in an attempt to counterbalance the company spin and misinformation.
I have interests in many fields of science and technology, some professionally, while many others more as a hobby.
I am a professional computer programmer, but I rely on common sense much more than algorithms in my investing.
I am mostly on the lookout for significantly mispriced stocks, either too low or too high.
Although I have many certifications in transportation engineering (PhD, PTOE, PE); In regards to investing, I have no professional training or certifications. After spending 15 years focusing on my career, I could no longer ignore the numbers. The truth became apparent that IRA/401K/mutual funds that were sold to me by “experts” were not going to achieve my financial goals. I vowed to educate myself. Over the last decade, as a part time investor, I studied anything I could (books, seminars, testing strategies with historic data, buying lots of lunches to pick the brains of more successful investors). I have a somewhat unique perspective for analyzing investments because of 1) my work in university research on transportation engineering, 2) my outsider’s perspective, and 3) my focus on how investments are going to pay my bills. I consistently make double digit returns in real estate investing. I have done short and medium term option trades where I quintupled my investment; I have also done trades where I lost the entire initial investment. I continue to learn, study, analyze and try different strategies.
Timothy Li is an FinTech and InsureTech entrepreneur. He’s the Founder and CEO of Kuber Inc., FluidFi.com (Social Credit Card), P2PProtect.com (Peer to Peer Insurance) and LendFoundry.com (Loan Originations and Management Platform).
He has help c-level and advisory board positions at Quicken, Realty Mogul, Kabbage, Loan Depot, Solar Mosaic, Think Finance and JPMorgan Chase.
Timothy holds various business and engineering degrees from Harvard Business School, University of Southern California and San Jose State University.
Yield Hunting is an alternative income investing service dedicated to income investors who are searching for yield hunting without the high risk of the equity market. Founded by a Lead Wealth Advisor, Chief Investment Strategist, and individual investor with two masters degrees and a CFA designation with over 20 years of investment experience. This premium subscription service authored by Alpha Gen Capital features a core-satellite model that allows investors to adjust for their own particular risk tolerance. We specialize in fixed income closed-end funds for generating income during retirement, micro and small-cap value investing, and macro analysis.
Tristan Yates writes and consults on leveraged indexed investment strategies. He graduated from the INSEAD MBA program in Singapore with his friend and colleague, Kok Lye, and together they now manage the Index Roll (http://www.indexroll.com/), an investment advisory, research group, and web resource created to help individual investors build and manage ong-term leveraged index portfolios using LEAP call options.
I scrapped most of what I wrote before, here is the edit: Seeking investments without using the ridiculous style-box approach. "A diversified portfolio is a career-saving move, not an investment philosophy": Me. My primary focus is on Risk Arbitrage but at various times over the past 20 years I've had the majority of my funds in: Value, Growth, Spinoffs, Special Sit, Momentum, Junk, Defaulted Debt, Preferreds, and Converts; all have their place and time. Prefer the company of investors who have lost money and have learned humility vs Type A jackasses.
Darren is the jester at the Cash Flow Kingdom, the investment community where Cash Flow is King. He also owns ProActive Financial LLC where he provides Financial Planning and Analysis consulting services directly to corporations. Darren's education includes a Bachelors in Economics, an MBA, and a Certificate in Personal Financial Planning.