Investing is where I channel my competitive drive and satisfy my intellectual curiosity. My interest in the markets began early, even before I realized what it was—cataloging daily events in high school simply out of genuine curiosity. That practice evolved into a professional passion when I pursued and obtained my CFA Charter, prompting a career transition from Banking to Investment Management, where I now help manage three distinct common stock strategies for client portfolios. My approach is rooted in the discipline I learned while playing baseball – focusing on high-probability setups, maintaining a short memory after a loss, and the power of compounding singles over time, rather than swinging for the fences and striking out. I look forward to writing about both stocks that interest me and macro themes. I am a generalist investor with a philosophy that utilizes a hybrid top-down and bottom-up framework: I identify structural macro themes poised to unfold over a 3-5 year horizon, then utilize fundamental analysis to select securities best positioned to capitalize on that opportunity. I am a long-time Seeking Alpha user dedicated to providing transparent, thought-provoking analysis. Whether I’m covering broad macro shifts or individual equity “deep dives,” my goal is to provide a valuable, professional perspective for investors at every stage of their journey.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of UBER, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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