Marben100
Registered: 29th Oct '08, Last Login: 2010-03-09 08:26:46
About
Occupation: Private Investor
Interests: Asian Markets, Bonds, Commodities, Derivatives, Economics, Emerging Markets, European Markets, Funds, Geopolitics, Gold, Hedge Funds, Interest Rates, International Stocks, Oil, Private Equity, Property, Stocks, US Market
I am a full-time private investor... with a little trading on the side (generally small-scale arbitrage in specialist niches).
Previously, I spent 24 years in the IT industry, 13 of those running my own IT services firm. I invested as a "hobby" for 20 years before turning it into a full-time occupation in 2004.
I really enjoy the "research" side of investing, finding out about varied businesses and industries and learning what makes them tick. Since going "full-time" I have learnt an awful lot from some very erudite investors & professionals who are kind enough to share their expertise in electronc forums such as this. I can now count a number of them as my friends, having had the opportunity to meet them in the real world, as well as this virtual one!
I try to pay back the debt I owe by sharing what I've learnt and I always value constructive criticism to correct my errors and misapprehensions!
Investment Strategy
Risk Appetite: Balanced
Avg. Holding Period: < 3 years
Strategy:
Value oriented - but taking account of growth. I always look for "cheap" stocks but adjust my definition of "cheap" to take account of conservative growth prospects. "Cheap" can also relate to asset value, as well as earnings/cashflow.
Recent Comments
Loglorry,You seem to be presuming that as well as the GS being worth v little,…
by marben100 Wed 9:44pm
Report from SC: http://sonris-www.dnr.state.la.us/www_root/sonris_portal_1.htm Well serial 240630 03/08/2010 DRLD T/ 9508'; CONDITIONING HOLE TO LOG;…
by marben100 Wed 9:11pm
Received the circular regarding MONI's "long term executive incentive scheme" today. Also available on their…
by marben100 Wed 12:48pm
In reply to StrollingMolby (post #6) The note was ahead of your post :0) :…
by marben100 Wed 12:37pm
Extract's half year report to December 2009 is now out: http://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=01044370 Cheers, Mark
by marben100 Mon 11:55pm