Site Update and About Me
Hey Readers,
This site will be used as a medium to keep track of my thoughts and research. Most of my individual stock ideas are going to published at SeekingAlpha under a pseudonym but I might link them here. The plan for this site is to help me learn better by writing what I do and the thought process behind it then being able to revisit it. I'm going to keep a few stocks under coverage and write updates about them as well as posts case studies I created. I have pretty much learned everything through other people's writings so I think its fair I publish mine in the rare chance it helps someone out later.
Note About Coverage
The stocks I follow aren't going to be things I own or would buy at the moment. More likely than not they are going to be businesses I really like and would hope to own one day but the valuations aren't right for me to jump in. My hope is that by keeping track of them and doing research on it continually I have the conviction to buy in when the market prices drop near my valuation price levels.
Case Studies
I will try to find great stories on companies that haven't been talked about too much but my main plan is to source these from hedge fund letters that are at least 2 or more years old so I can see if the thesis played out. Naturally I am going to do things that worked out really well or totally went bust.
About Me
Short Version - I am a fourth year undergraduate student at a state school in the Southeast US. I had started multiple small business in highschool but ultimately decided I liked investing in businesses more than running them.
Longer Version - I was very entrepreneurial throughout highschool and I had originally planned to get rich and drop out of school. Ultimately my plan didn't work out since my business went bust ( not my fault) and I enrolled in college hoping to get rich and drop out ASAP. Well ,one thing lead to another and in my search of finding another good business idea I stumbled upon investing in the stock market and the rest is history. There were lots of parallels between by previous business and investing since I was basically arbitraging physical goods. I decided to try it out and if I got bored after a year I would get back to entrepreneurship. After a year I had taken a lead role in my schools student investment fund, got an internship at a $2 billion dollar asset manager, and participated in an equity research contest. I wasn't bored, in fact I was even more excited to learn so I realized that this was what I wanted to do with my life for the foreseeable future. Due to my run at being an entrepreneur during high school, I had always had the mindset that I had to be responsible to learn anything practical on my own and not rely on schooling(hence my 3.3ish GPA😐). Immediately I understood and recognized myself as a value investor and took it upon myself to learn as much as I could. I am hoping to jump to the buy side after undergrad (I know this sounds crazy) and part of the idea behind this is to document my knowledge base so that future employers know what I can do. I have had experience interning at an asset management firm as well as a boutique value firm. Feel free to reach out about any of my ideas or just to chat.
P.S. I follow many other investor's blogs which have a formal tone to the writing ... don't expect this one to be like that.
P.S.S. There will be grammar mistakes
This site will be used as a medium to keep track of my thoughts and research. Most of my individual stock ideas are going to published at SeekingAlpha under a pseudonym but I might link them here. The plan for this site is to help me learn better by writing what I do and the thought process behind it then being able to revisit it. I'm going to keep a few stocks under coverage and write updates about them as well as posts case studies I created. I have pretty much learned everything through other people's writings so I think its fair I publish mine in the rare chance it helps someone out later.
Note About Coverage
The stocks I follow aren't going to be things I own or would buy at the moment. More likely than not they are going to be businesses I really like and would hope to own one day but the valuations aren't right for me to jump in. My hope is that by keeping track of them and doing research on it continually I have the conviction to buy in when the market prices drop near my valuation price levels.
Case Studies
I will try to find great stories on companies that haven't been talked about too much but my main plan is to source these from hedge fund letters that are at least 2 or more years old so I can see if the thesis played out. Naturally I am going to do things that worked out really well or totally went bust.
About Me
Short Version - I am a fourth year undergraduate student at a state school in the Southeast US. I had started multiple small business in highschool but ultimately decided I liked investing in businesses more than running them.
Longer Version - I was very entrepreneurial throughout highschool and I had originally planned to get rich and drop out of school. Ultimately my plan didn't work out since my business went bust ( not my fault) and I enrolled in college hoping to get rich and drop out ASAP. Well ,one thing lead to another and in my search of finding another good business idea I stumbled upon investing in the stock market and the rest is history. There were lots of parallels between by previous business and investing since I was basically arbitraging physical goods. I decided to try it out and if I got bored after a year I would get back to entrepreneurship. After a year I had taken a lead role in my schools student investment fund, got an internship at a $2 billion dollar asset manager, and participated in an equity research contest. I wasn't bored, in fact I was even more excited to learn so I realized that this was what I wanted to do with my life for the foreseeable future. Due to my run at being an entrepreneur during high school, I had always had the mindset that I had to be responsible to learn anything practical on my own and not rely on schooling(hence my 3.3ish GPA😐). Immediately I understood and recognized myself as a value investor and took it upon myself to learn as much as I could. I am hoping to jump to the buy side after undergrad (I know this sounds crazy) and part of the idea behind this is to document my knowledge base so that future employers know what I can do. I have had experience interning at an asset management firm as well as a boutique value firm. Feel free to reach out about any of my ideas or just to chat.
P.S. I follow many other investor's blogs which have a formal tone to the writing ... don't expect this one to be like that.
P.S.S. There will be grammar mistakes
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