Independent investor with extensive financial experience. Numerous years of trading securities, personal portfolio manager. Main interests are in tech and banking. Personal focus is on tech growth opportunities and deep value plays in the banking sector. Happy to respond to article comments, but often unable to do so because of hectic work schedule.
*What the mind can conceive and believe it can achieve. Napoleon Hill
*The difference between who you are today and who you will be in 5 years is the people you spend time with and the books you read.
*Most people get ahead during the time others waste.
I am an advocate of the acquisition of wisdom (the ability to recognize difference) and being a constant learning machine. We were born into this world ignorant and incoherent and this mental capacity can only be remedied by obtaining wisdom and knowledge vicariously through others or by experience. I prefer both. Modeling is a very effective mental model and overcomes the learning curve of a discipline at an escalating rate. Warren Buffett / John Maynard Keynes / Peter Lynch are the models I use. Inventing the wheel contributes to loss in opportunity costs, inadequacy of conviction in ones conclusions, lack of direction, shortage of confidence to concentrate assets (not over diversifying) and steep expensive learning curves.
Awareness does not bring success. Implementation of awareness develops results, and it is refined results persistently applied that attracts a fortune. A fortune can't be pursued it must be attracted through a definite purpose, definite plan put into continuous action, and concentration of effort that is persevered through all possible tempting distractions.
All is well because all grows better.
I am a value-oriented investor who buys for the long-term. My areas of interest and expertise include banking, biotechnology, and tech, but I seek out and act upon value in any sector or asset class in which I see it. I have outperformed the S&P 500 every year I've been in the market but I hope to keep improving as an investor.