Phoenix, Arizona, United States
INFLUENCES: Aurelius, Epictetus, Locke, A. Smith, Mill, Mackay, Booker, Keynes, Graham, Stigler, Mises, Hazlitt, Sowell, Fama, Hayek, Munger, Friedman, Pascucci, Thorpe and Bogle. FIELD: Portfolio Manager, Fundamental Analysis, Bottom-up Stock Analysis, Efficient Markets, ETFs, Overweighting, Unsystematic & Systematic risk. BOOKS: Why We Sleep by Matthew Walker, Phd. INVESTMENT BOOKS: Poor Charlie’s Almanack by C. Munger 2005. Popular Delusions and the Madness of Crowds 1841 by Mackay, Security Analysis and The Intelligent Investor both by B. Graham, Uncommon Stocks and Uncommon Profits by Phil Fisher, Efficient Capital Markets/Journal of Finance ~E. Fama 1970, Warren Buffett Way by Hagstrom. Dirt: Erosion of Civilizations, Montgomery NON-INVESTMENT READS📚: Say Nothing by Keefe, Boys in the Boat by DJ Brown, Lee Kuan Yew, by G. Allison, Life at the Bottom by Teddy Dalrymple, An American Dilemma by Gunnar Myrdal, The Gulag Archepelago, by Alexander Solzhenitsyn. The Immortal Life of Henrietta Lacks by Sloot. The Road to Wigan Pier bu Orwell. Dirt: Erosion of Civilizations, by Montgomery. How the Jews Invented Hollywood, by N. Gabler. Empire Summer Moon, by Gwynne. PROBABILITY 📚- Fortune’s Formula by Poundstone, Drunkard’s Walk by Leonard Mlodinow, Fooled by Randomness by Nassim Taleb, Thinking in Bets by Annie Duke. A Man for All Markets by Thorpe. The Physics of Wall Street by Weatherall. Beat the Dealer by Ed Thorpe. The Man Who Solved the Market…by G. Zuckerman. Endurance by A Lansing. ECONOMICS 📕 - Keeping At It by Tall Paul, The General Theory…by Keynes, The Road to Serfdom by Hayek. Basic Economics by Sowell. Capitalism and Freedom by Milton Friedman. Economics in One Lesson by Hazelett. BIOGRAPHICAL READS 📖 - Elon Musk by Ashlee Vance, Leonardo Da Vinci by W. Isaacson, A Life In Part by Bryan Cranston, Spaceman by M. Masssimino, Season on the Brink by N. Zamoral, The Measure of a Man by Sidney Poitier, Paul Volker by Treaster, Greenlights by M. McConaughey. Stories I Tell My Friends by R Lowe. Steve Jobs by W. Isaacson. EUROPEAN HISTORY NOVELS+📖 - How the Scots Invented the Modern World by Arthur Herman.
• Conducted bottom-up stock analysis focusing on free cash flow and earnings, utilizing fundamental analysis. • Utilize ETFs to cover the Efficient Market Theory. I have over 30 years of experience as a Portfolio Manager. • Implemented strategies inspired by Graham and Buffett, adapting them to create a personalized approach for clients.
Kidder Peabody, Drexel Burnham, Shearson Lehman, Moseley, Hallgarten Estabrook & Weeden, and EF Hutton.