Retired attorney and co-trustee of two large family trusts. Also manage spouse's individual investment account. Do not consider myself an analyst, trader or a market guru, but am savey about macro economics which often drives my investment decisions.
Value investor that seeks intrinsic value and the principles of Warren Buffett. Seeking Alpha placing special emphasis to identify risk and lay it off to the capital markets at profit.
Use options to hedge and to deliver a risk adjusted return on investment.
Trading Strategy: Sell puts on stocks I want to own at an attractive discount, when price is at bottom of bollinger bands and 200 MDA and the company has strong balance sheet and brand equity.
Willing to take long term holds for great management team in very big market that offers a strong value proposition.
Seek gurus and following their patterns if I can corroborate ready, simple clear information. Trend is your friend. Books that have influence my investment views Intelligent Investor, by Ben Graham, Contrarian Investor by David Dreman (version one and two), One Up on Wall Street Peter Lynch, and The Complete Option Player 4th Edition by Ken Trester.
Gregory Speicher is an Ohio-based investor. His career has primarily been in technology start-ups and small growth companies, including an Inc. 500 Company which he cofounded. He received his bachelor's degree in philosophy Magna Cum Laude from the University of St. Thomas in Rome, Italy, and attended the MBA Program at the Wharton School of the University of Pennsylvania. He has attended Professor Bruce Greenwald's Value Investing Executive Education Course at Columbia University and continues to read and study widely in the field of value investing.
In evaluating investment opportunities, I consider a company's management, products, customer relationships, competitive positioning, financials, the macroeconomic climate, social media response and other sources.
I arrive at my own conclusions, tuning out the noise of the marketplace. My investment choices are typically based on a holding period of at least two to three years. Influences include Nassim Nicholas Taleb, Howard Marks, Joel Greenblatt, Steve Romick and Warren Buffett. My academic studies were in literature and psychology; I've supplemented this with extensive reading in business, economics and investing.
I founded Notos Capital, a private equity firm investing in technology and growth companies. My alma maters are Columbia Business School (fully indoctrinated in Graham-Dodd) and the University of Chicago (grounded in Rational Expectations).
Engineering Physicist plus Post Grad in U.K.
Designer of Helicopter controls, Missile Systems, Nuclear Reactor safety equipment and spectroscopy for six reactors, Nuclear Medicine equpment for brain surgery, nuclear spectroscopy instruments flown in satellites, and systems used in laboratories worldwide.
Attended Texas Tech University 97-02, I began trading the stock market a few years back and I must say, im addicted. I love learning and reading everyone's opinions and research articles. Keep up the good work.