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 stories rather than serving the numbers themselves [1] - A combination of factor analysis and classic fundamental analysis is employed to understand the true story of a company and its stock, highlighting the importance of future potential over past data [1] Experience and Background - The individual has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and income [1] - Previous roles include managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, which are foundational to modern Robo Advising [1] - The individual has authored two books on stock selection and analysis and has a passion for investor education, conducting numerous seminars on the topic [1]

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]