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 ...

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 ...

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] - The approach combines quantitative analysis with classic fundamental analysis to uncover the true story of companies and their stocks, highlighting the importance of future potential over past data [1] Investment Experience - 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 included 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 edited and written stock newsletters, notably the Forbes Low Priced Stock Report, and served as an assistant research director at Value Line [1] Educational Contributions - There is a strong passion for investor education, demonstrated through numerous seminars on stock selection and analysis [1] - The individual is the author of two books: "Screening The Market" and "The Value Connection," aimed at enhancing investor knowledge [1]

Core Insights - The individual has transitioned to an independent role after over 43 years in investment research, aiming to provide actionable investment insights without external agendas [1] - The focus is on combining quantitative analysis with fundamental theories of finance to derive investment stories that predict future performance [1] - The individual has extensive experience across various market segments, including large cap, small cap, micro cap, and different investment strategies [1] Group 1 - The individual emphasizes the importance of human intelligence in generating investment stories rather than solely relying on statistical data [1] - A diverse career includes managing a high-yield fixed-income fund and developing quantitative asset allocation strategies, contributing to the evolution of Robo Advising [1] - The individual has authored books and conducted seminars aimed at educating investors on stock selection and analysis [1] Group 2 - The individual expresses openness to feedback and criticism regarding their insights, indicating a willingness to engage with the investment community [1] - The approach to investing is future-oriented, utilizing past data to inform potential future outcomes [1] - The individual has a history of editing and writing stock newsletters, with notable contributions to the Forbes Low Priced Stock Report [1]

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 ...

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] - The approach combines quantitative analysis with classic fundamental analysis to uncover the true story of companies and their stocks, highlighting the importance of future potential over past data [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] - Previous roles included 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, showcasing a commitment to investor education [1] Future Outlook - The individual expresses enthusiasm for the new role on Seeking Alpha, inviting feedback and criticism from the audience to improve the content offered [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 stories rather than serving the numbers themselves [1] - A combination of quantitative analysis and classic fundamental analysis is employed to understand the true story of a company and its stock, with an emphasis on future potential rather than past performance [1] Background and Experience - 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, contributing to the development of Robo Advising [1] - The individual has authored two books on stock selection and analysis and has a passion for investor education, having conducted numerous seminars [1]

Core Insights - The article discusses the author's transition to independent investment research after over 43 years in the industry, emphasizing a focus on actionable investment insights rather than adhering to external agendas [1] - The author specializes in rules and factor-based equity investing strategies, combining quantitative analysis with fundamental analysis to derive investment stories that predict future performance [1] - The author has extensive experience across various market segments, including large cap, small cap, micro cap, value, growth, and income stocks, as well as managing a high-yield fixed-income fund [1] Group 1 - The author aims to provide the best actionable investment insights without being influenced by any product agenda [1] - The approach taken is to use numbers as a tool to inspire human intelligence-generated investment stories rather than being solely reliant on statistical studies [1] - The author has a background in investor education, having conducted seminars and authored books on stock selection and analysis [1] Group 2 - The author has developed and worked with various quantitative models and has experience in quantitative asset allocation strategies, which are foundational to modern Robo Advising [1] - The article highlights the author's previous roles, including editing stock newsletters and serving as an assistant research director at Value Line [1] - The author expresses openness to feedback and criticism from readers, indicating a willingness to engage with the investment community [1]

Core Insights - The article discusses the author's transition to independent investment research after over 43 years in the industry, emphasizing a focus on actionable investment insights rather than adhering to external agendas [1] - The author highlights a unique approach to equity investing that combines quantitative analysis with fundamental theories, aiming to uncover the true story behind companies and their stocks [1] Group 1: Investment Philosophy - The author specializes in rules/factor-based equity investing strategies but prioritizes human intelligence over pure quantitative methods, using numbers to inspire investment narratives [1] - Emphasis is placed on the importance of understanding the future potential of investments rather than solely relying on historical data [1] Group 2: Professional Background - The author 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, contributing to the development of Robo Advising [1] Group 3: Educational Contributions - The author has a passion for investor education, having conducted numerous seminars and authored two books on stock selection and analysis [1] - The article indicates a commitment to engaging with the audience and receiving feedback on the insights provided [1]

Core Insights - The article discusses the author's transition to independent investment research after over 43 years in the industry, emphasizing a focus on actionable investment insights rather than adhering to external agendas [1] Group 1: Investment Philosophy - The author specializes in rules and factor-based equity investing strategies, combining quantitative analysis with fundamental analysis to uncover the true story of companies and their stocks [1] - The approach prioritizes human intelligence over purely statistical studies, aiming to understand future potential rather than being limited by historical data [1] Group 2: Professional Background - The author has extensive experience covering a wide range of stocks, including large cap, small cap, micro cap, value, growth, and income, and has developed various quantitative models [1] - Previous roles include managing a high-yield fixed-income fund and conducting research on quantitative asset allocation strategies, contributing to the foundations of modern Robo Advising [1] - The author has also edited and written stock newsletters, notably the Forbes Low Priced Stock Report, and has a passion for investor education, having authored two books on stock selection and analysis [1]