10 years of buy-side investment experience. Disclaimer: Any content on this site is NOT investment, trading, legal, or tax advice, and none of the information available through this website is intended to provide tax, legal, investment or trading advice. Nothing provided through this content whether by the owner or posted by other writers constitutes a solicitation of the purchase or sale of securities/futures. The content on this site is intended for informational purposes only, and should never be used as investment advice. Please do your own research before making any investment decisions.
Hi, I am new to investing and I have just learned the basics of financing. I am a follower of Warren buffet who is one of the best in the financial world(in my Opinion). I am 26 years old and I started my journey after reading articles on Warren buffet. I am here to help you find value and improved investments from all around the world. Hope you guys will enjoy reading my blog.
I am a finance and investment professional. I have a working background as a Wealth Manager in a well-reputed fund management/asset management company. I have an experience of more than 8 years working in the finance and investment industry. In addition to graduation in the business & finance discipline, I am also a CFA program candidate (preparing myself for the last stage-level 3 of the Gold Standard qualification). Being a prestigious and well-recognized credential in the financial services industry, the CFA program really helped me to have a depth knowledge of financial markets around the world. A snapshot of my activities is as under: I regularly communicate portfolio and market strategy to existing and prospective clients based on strategic and tactical market outlook and individual client circumstances. I Perform financial advisory and consultancy to individual and corporate clients. Financial statement projections, share price valuation, sensitivity and scenario analysis. Advise how to invest prudently in equity and fixed income segments of capital markets. I manage a portfolio of stock investments.
My work consists in procuring investment situations for clients where the estimated monetary value of a quoted financial security is significantly higher than its market cost; thus establishing a margin of safety in investments that allows for market outperformance and a lower risk profile in the long term. During this time I have successfully identified and invested in inefficiently priced financial securities that with few exceptions have outperformed global equity markets.
My experience is further divided into two types of investments:
1.) General Equity Investments: Investments in companies whose true value is unrecognised by equity markets.
+Asset Value. Shares of companies selling for much less than their net asset value, liquidation value or those that have substantial hidden assets.
+Earnings Power Value. Shares of companies selling for much less than their cost of capital times their earnings, normalised earnings or their earnings potential.
+Great businesses at great prices. Shares of companies with excellent ROIC levels and competitive advantages selling for a price unreflective of such characteristics.
2.) Special Situations: Financial opportunities characterised by an unlocking of value via a complicated or uncommon financial structure that tend to be disregarded by market participants.
To realise the aforementioned investments, I read a great number of financial documents, reports and news articles daily and analyse and model my findings. While doing so my strategic framing and approach is two-fold:
+ Defensive Strategy: Monitoring and analysing the composition of the client’s securities portfolio and acting accordingly when the estimated value of a financial security changes.
+ Offensive Strategy: Exploring the global marketplace in search for investment opportunities, analysing them quantitatively and qualitatively and comparing them to the client’s opportunity cost (i.e. cash, current portfolio positions or other potential investments).
Eric Nickolaison has a financial auditor background who holds a BA in accounting and MBA. He provides investment analysis through Offshoot Investment Research on SA which focuses on equity spin-offs and event-driven deep value situations. Warren Buffet once said, "You have to turn over a lot of rocks to find those little anomalies", which can be prevalent in Offshoot Investments areas of research.