My name is Jason Knapp. I run a Special Situation Investing website called, well appropriately "Special Situation Investing News." If you're interested in reading daily news about special situation investing, such as including Spinoffs, Activists, Thrift Conversions, M&A, etc... make sure to check it out. https://tmfdeej.whotrades.com/ You can also follow me on Twitter for up to the minute news on the subject @SpecialSitNews I used to hang out over at The Motley Fool and post / blog there under the username TMFDeej. I am a special situation investor through and through, looking for stocks with unique "stories" that will act as catalysts to spur higher share prices in the future. Ideally these stocks are cheap and even better pay dividends, but I'm an equal opportunity investor who will go anywhere there is an interesting opportunity.
I mainly trade mean-reversion strategies, specifically in the deep value space, but my fund is unconstrained and explores the entire asset class universe, looking for unexplored and underpriced opportunities across all investible sectors.
My perspective is contrarian in nature and I invite you to stress-test my ideas. I'm curious about the global economy, risk management, and fundamentals that determine market behavior. I am currently studying the mimetic nature of zero-sum games.
Specialities: alpha-beta framework. systemization & scale. risk parity. statistical arbitrage. emerging markets. algorithms.
Other areas I continue to explore are impact investing, the role of institutions, activist investing, fintech, public-private partnerships.
I am a cat. I invest so I can retire early to focus on my passions of sitting around all day and chasing laser pointers. I wouldn't read too much into what I say.
Although, even a cat is smart enough to avoid Amazon with a PE (ttm) of 873.40, the 3D printing stock bubble, etc., when there are perfectly profitable multi-billion dollar companies with either reasonable price/earnings ratios or growth catalysts. I love catnip as much as the next cat, but that doesn't mean catnip is the best investment option available. That would be dog pounds.
If you aren't already, I strongly recommend following:
* BDC Buzz
* Brad Thomas
* Bret Jensen
* Chris DeMuth, Jr.
* DAG Investments
* Russ Fischer
Dividend Growth Investing:
* Chuck Carnevale
* David Fish
* Regarded Solutions
* Cam Hui
* Lance Brofman
SeekingAlpha has a wealth of information available if you're willing to do the work.
After graduating cum laude with a BA in economics from Harvard, I worked in hedge funds and investment banking for ~6 years before leaving to manage my own money full time. I am a CFA charterholder and focus mostly on microcaps / event-oriented trades as that is where I think the market tends to be least efficient. I also started a website to track interesting arbitrage opportunities for individual investors (link below) - check it out!