I am long term investor who previously served as a lead Portfolio Manager at Galilee Partners where specializing in a broad-base of US equities employing a proprietary, research-based model to capture significant mispricings through the emergence of powerful company or sector specific catalysts.
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).
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.
Connor McMahon is a freelance financial and market analyst with BA in business from the University of Saint Thomas ('07) and an MBA from Texas Tech University ('11).
Interests include international retail industry analysis, particularly brick and mortar, advanced quantitative statistical methods, all things 80's, and any work/career opportunities.
“The object of life is not to be on the side of the majority, but to escape finding oneself in the ranks of the insane.” -Marcus Aurelius, Meditations
"The lack of money is the root of all evil." -Mark Twain
"Find what you love and let it kill you." -Charles Bukowski
Author of Wall Street: Back to Basics
Wall Street: Back to Basics
To succeed in investment activities, you should master three skills: research and valuation, risk management, and a different thinking approach. While many succeed in the first two areas, a third one is much more complicated. It is not so easy to think differently. This book will help you improve your investment decision making and will offer you a range of thinking approaches which you can implement to achieve your investment objectives. Each chapter is supplemented with case studies of actual investment situations that illustrate the discussed concepts.