VP of Growth at The Investor's Podcast Network, Podcast Host of 'Millennial Investing' and 'Real Estate Investing', Accounting and Finance professional, and a real estate investor. I earned an MBA in Accounting and Finance, a BSBA in Finance and Economics, and I am a Certified ...
more VP of Growth at The Investor's Podcast Network, Podcast Host of 'Millennial Investing' and 'Real Estate Investing', Accounting and Finance professional, and a real estate investor. I earned an MBA in Accounting and Finance, a BSBA in Finance and Economics, and I am a Certified Management Accountant (CMA).
My equity research is focused primarily on long positions in micro- to small-cap equities, special situations, and spin-offs, where a strong business model and margin of safety is apparent. A short strategy is also implemented when securities are believed to be overvalued due to broken business models, shaky fundamentals, over-hyped industries, or promotional activity.
less