Hello I am an individual investor. I love to follow companies that are out of the ordinary. My favorites are holding companies, and I try to find under followed ones and see if they have something unique or special towards value creation. I will document my investment journey, it will not only be about special companies. I also like companies with strong moats in a growth area. I have work experience in Financial Technology. Trough the process of share grants I learned about investing and got a good lesson about buy and hold and market psychology.
D.B. Research is a research firm focused on Chinese due diligence. Nearly all of our bilingual team is located on ground in China which gives us a significant advantage in determining the legitimacy of a given company. Presently we expect to be publishing mainly short ideas as our specialty is identifying and investigating fraudulent companies.
I am an event-based investor focusing on opportunities with hard or predictable catalysts - particularly companies undergoing demergers or mergers, or otherwise able to manufacture high-probability growth due to some quirk of corporate structure, capital structure, accretive share issuance, growth via acquisition pipeline, competitive advantage/reinvestment, or other high-probability mechanism.
I am always on the look-out - especially in context of the opportunities mentioned above - for supply and demand imbalances: forced or uneconomic sellers, predicable (exploitable) behavioral trends, or unusual securities that can't be held by many industry players. Any ideas or thoughts would be appreciated.
I am retired and manage my IRA which is presently 80% in equities. Prior to retirement I owned a benefits administration that serviced large union pension and health plans in California. That background is useful but I am by no means an expert in equity investing and thus my interest in Seeking Alpha and in reading selected authors.