63 year old with an undergraduate degree in Economics. Began my career as a computer programmer, initially developing accounting systems for small businesses. Progressed to developing financial and investment systems primarily for the insurance industry. In 1987, started a technology corporation developing investment management systems supporting equity, fixed income and private placement investments. In 2001, the corporation was sold to a Fortune 500 company. As president of the corporation, overseeing finance, developed strong financial skills. Personally wrote all the computer reports and models required by the M&A attorneys and buyers necessary to facilitate the marketing and sale of the business. In 2006, began my second career in portfolio management, taking both long and short positions.
I am the founder of uuptick.com. Ultimately my work is all about providing solutions to problems faced by individual investors today.
I co-wrote the S.A.F.E Dividend Framework for investors to always get the most bang for buck when investing in Dividend Growth Stocks.
I developed uuptick so that retail investors like you and I can spend more time focusing on thinking and less on crunching numbers.
I am a fully stacked developer and have experience in multiple business domains: • Life insurance & Pensions • Retail banking • Investment banking • Clearing & settlement • OPC Price Information collection and diffusion • Building Infrastructure Management
Over 35 years of investing in individual stocks. Extensive business experience with small to mid-size companies, including as CEO. Many hundreds of blog posts on financial and economic matters since 2008. Focus on value with catalysts for upside price action; and biotech. Background as a physician and pharmaceutical inventor and entrepreneur, however focus now is global and involves almost all economic categories.
Founder and Director of Gerring Capital Partners.
Publisher of The Universal marketplace service on Seeking Alpha.
Instructor at Ursinus College in the Department of Business and Economics.
Faculty Advisor to the Ursinus College Finance Scholars.