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I'll Miss EMCOR's Former Obscurity: But This New S&P 500 Member Is Still A 'Buy'
Seeking Alpha· 2025-09-25 14:26
After 43+ years working for one investment research company or another, I finally retired. So now, I’m completely independent. And for the first time on Seeking Alpha, I won’t be working based on anybody else’s product agenda. I have only one goal now… to give you the best actionable investment insights I can.I have long specialized in rules/factor-based equity investing strategies. But I’m different from others who share such backgrounds. I don’t serve the numbers. Instead, the numbers serve me… to inspire ...
Media Consumers Love Content, And The Trade Desk Helps Keep It Affordable
Seeking Alpha· 2025-03-05 17:26
Core Insights - The individual has retired after over 43 years in investment research, now operating independently to provide actionable investment insights [1] - The focus is on rules and factor-based equity investing strategies, emphasizing the use of numbers to inspire human intelligence-driven investment narratives [1] - A combination of quantitative analysis and classic fundamental analysis is employed to understand the true story of companies and their stocks, with an emphasis on future potential rather than past performance [1] Investment Strategy - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and income [1] - Development and application of various quantitative models have been part of the career, alongside managing a high-yield fixed-income fund [1] - The individual has also engaged in research related to quantitative asset allocation strategies, which are foundational to modern Robo Advising [1] Educational Contributions - A passion for investor education has led to numerous seminars on stock selection and analysis, as well as the authorship of two books: "Screening The Market" and "The Value Connection" [1] - The individual has previously edited and written stock newsletters, notably the Forbes Low Priced Stock Report, and served as an assistant research director at Value Line [1]