This blog is going to be a way for me to collect my thoughts and look back on where I have been, and how I came to my decisions on stocks and bonds I bought and eventually why I sold them.
I am going to be writing mainly about value investing and special situations investing, why I bought a certain companies stock or bond or why I sold them. My reasonings for doing so, some of my valuations, and hopefully eventually getting some conversation going on things I could do better in my reasoning and valuations.
I have only been studying investing for about 3.5 years now and have only totally dedicated myself to value investing since February of 2012 so feel free to put your two cents into the conversation, and hopefully we can all learn from each other.
There will also be some discussion of my general philosophy and interests as we get going as well.
Lastly but most importantly everything I do is for my lovely wife and daughter, parents, brother, and friends, I love you guys and thank you.
Hopefully we all learn something from this journey,
Jason Rivera
Jason:
I would potentially be interested in collaborating with you.
I have a little bit of experience, I’ve been investing since I was 18.
I have a BBA with a finance major. I also have a JD degree. I’ve been posting on the Yahoo! message boards for years. I have a few “guest” articles on different “value” websites.
I am going to suggest that you will need a detailed strategy to produce market beating results.
My primary strategy (at this point) is to go into micro & nano cap stocks. This particular area of the market is not particularly efficient. For example, I have invested in companies with P/E’s of 1 or 2. I have invested in companies that have paid out MORE than my purchase price in dividends within a 4 year period and have gone up 7x.
These companies will have no analyst coverage and are somewhat difficult to find…
It is my opinion that you will make your market beating gains by having stocks that have gone up 10x, 20x, and even 50X and 100X. Of course, this will take time, but it is most definitely doable.
Good luck.
Hi Jason,if you are the same guy who is writing the Brooklyn Investor…could you try to do a valuation of the recent spinoff from Leucadia of Crimson Wine group ?
Tnx,Nelson.
Welcome to the site Nelson.
I am not a writer for the Brooklyn Investor. Love their work though.