I am a value investor focused mainly on microcap and nanocap companies. I tend to hold about 20-30 stocks but there is no rule binding that. I feel my edge is my attention to detail, patience, and willingness to move away from the pack. I struggle to see how I can generate alpha with large cap companies so I usually stay away.
I got into the financial space starting with a lot of reading in January 2013. Since then I have read many books and will continue on. Oldschoolvalue.com and F Wall Street got me started into value investing and I have never looked back. I've read the classics (Graham, Buffett, Fisher, Greenblatt, Klarman) the non-classics (Kiyosaki, Cramer) and many in between. Lately I've been reading some charting books with my favorite being Ted Warren.
I manage the retirement funds for myself and my wife plus some after tax savings in a brokerage account. My goal is to make 12% annually in our retirement funds.
I am a full-time engineer living in the San Diego area with a wife, kids, dog, and house. My "one year" restoration of a 1967 Pontiac Firebird is now in its tenth year... Investing is my passion and I wish I had more time for it but what can you do. I read company filings, press releases, investment blogs, or investing related books every day while riding on the train and whenever else I can fit it in. I blog in my spare time.
I have created this blog to improve my investing process and skill. Hopefully it will help someone else out there as all the value investing blogs have helped me.
I have thick skin. Let me know what you think
-- Dan Schum