I'm an individual who runs a long/short and special situations portfolio. Posts here will mainly deal with special situations that I come across including odd-lot tenders, merger arbitrage, CVRs, dual share class arbitrage, SPACs, etc.
I recently resigned from a bank as a Banking Adviser and a Investment Representative. I grow wealth through investments focused in the biotech industry, am event driven and medium-long term only. I look for dead beat charts and do extensive due diligence and attempt to establish a meaningful position a few months prior to others in companies with 50% upside potential or more medium term. If the plan works out I will hold for years and take profits along the way only selling if it is obvious there is no room to move forward.
I created a website with an investment portfolio section and will be sharing numerous articles starting April 2015. Now that I do this for a living I plan to begin to write numerous articles on stocks primarily for my due diligence but also to promote business by showing investors historical success and potential future value.
I run a small, private long/short portfolio. I focus on long term value, with a full expectation of showing paper losses in the short-term. Agnostic on the topic of catalysts. Wary of false precision. Usually ignorant of quarterly results and analyst forecasts. Seeking durable insights on business models and industry trends, and general wisdom.
Hewitt Heiserman Jr. conceived the Earnings Power Chart, which is the subject of his book "It's Earnings That Count" (McGraw-Hill, 2004). Mr. Heiserman is a member of the Boston Security Analyst Society and the CFA Institute. He has been quoted in TheStreet.com, The Wall Street Journal, BusinessWeek, CBS MarketWatch, Business 2.0, Better Investing, The Motley Fool, Complete Growth Investor, Barron's, and the Haverford Trust Company Adviser. Mr. Heiserman has spoken to the New York Society of Security Analysis, the Boston Security Analysts Society, Babson Investment Management Association, the American Association of Individual Investors, Fidelity Management & Research, Complete Growth Investor, Bryant College and Franklin-Templeton Group on "Ben Graham and the Growth Investor." Mr. Heiserman graduated from Kenyon College with Distinction in History, and received the Faculty Award for Distinguished Achievement. An Ironman triathlon finisher, Mr. Heiserman is also active in open land preservation. In 2018, Columbia University will publish Mr. Heiserman's second book, "The Superinvestor's Checklist."
I am an activist investor in US and Chinese stocks. I was previously an investment banker in New York Hong Kong and London for 9 years, focused on Equity Capital Markets. I look at both long ideas and short ideas and typically focus on a small number on names where I can spend the time to conduct very deep research. I spend my time living between Los Angeles and Beijing, China.
I'm an investment professional with a background in electrical engineering.
I developed a passion for investing ever since I started personally buying stocks in 2004. That led me to enroll in the CFA (Chartered Financial Analyst) program in 2008. I passed all three levels and may be awarded the charter upon completion of the required work experience.
Aside from my work, I manage a small portfolio of investments for myself and family members, structured like an open-ended mutual fund that invests both locally (ASE) and internationally (NYSE, NASDAQ). Details and historical performance can be found at www.karakashian.org.
I try to stay up-to-date on the latest trends and tools in data analysis (e.g. R, Tableau) to help me with my work (KPI & financial analysis, benchmarking & scenario analysis, data-driven operational decisions, product enhancement proposals, etc...) in addition to investment decision making.
My Tableau public profile can be found here https://public.tableau.com/profile/ardash.karakashian#!/