Modern Portfolio Theory
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EastGroup Properties: Steady REIT For Total Returns
Seeking Alpha· 2025-12-24 13:44
Core Insights - The article discusses the author's journey from a political career to value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to finance after facing challenges in 2019, recognizing the need for financial stability [1] - The transition to value investing was motivated by a desire to make money work effectively and to protect against future setbacks [1] Group 2: Professional Experience - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team, contributing to sales strategy [1] - The experience gained during this period was instrumental in assessing company prospects based on sales strategies [1] Group 3: Investment Advisory Role - Between 2022 and 2023, the author served as an investment advisory representative with Fidelity, focusing on 401K planning [1] - The author excelled in this role, passing Series exams ahead of schedule, but felt constrained by Fidelity's reliance on modern portfolio theory, leading to a decision to leave after one year [1] Group 4: Current Endeavors - In November 2023, the author began writing for Seeking Alpha, sharing investment opportunities and insights with readers [1] - The articles reflect the author's personal investment journey and the opportunities they seek, inviting readers to join in this process [1]
BCAT: Low-Risk Portfolio, Hold Until Bigger Discount
Seeking Alpha· 2025-12-16 10:04
Core Insights - The article discusses the author's transition from a potential career in politics to a focus on value investing, emphasizing the importance of risk management and long-term wealth growth [1] - The author highlights their experience in sales at a law firm and later as an investment advisory representative, showcasing a strong background in assessing company prospects through sales strategies [1] - The shift to writing for Seeking Alpha is presented as a means to share investment opportunities discovered through personal research and experience [1] Group 1 - The author initially pursued a career in politics but shifted to value investing after facing challenges in that field [1] - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team [1] - The author transitioned to an investment advisory role with Fidelity, focusing on 401K planning, but found the approach misaligned with their value investing philosophy [1] Group 2 - The author began writing for Seeking Alpha in November 2023 to share investment opportunities with readers [1] - The experience gained from previous roles has been instrumental in evaluating companies based on their sales strategies [1] - The author emphasizes the importance of aggressive saving and capital building in their investment journey [1]
SBA Communications: A Reasonably Priced Bet On Wireless
Seeking Alpha· 2025-12-12 20:17
Core Insights - The article discusses the author's journey from politics to value investing, emphasizing a long-term investment strategy focused on risk management [1] - The author highlights the importance of sales strategy in assessing a company's prospects, particularly when the product has strong market appeal [1] - The transition from a sales role in a law firm to an investment advisory position at Fidelity illustrates the author's commitment to value investing despite challenges in aligning with modern portfolio theory [1] Group 1 - The author initially pursued a career in politics but shifted to value investing after recognizing the financial challenges in politics [1] - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team [1] - The experience gained during this period contributed to the author's ability to evaluate companies based on their sales strategies [1] Group 2 - The author worked as an investment advisory representative with Fidelity from 2022 to 2023, focusing on 401K planning [1] - Despite excelling in the role and passing Series exams ahead of schedule, the author felt frustrated with the modern portfolio theory approach at Fidelity [1] - The decision to leave Fidelity was driven by the desire to pursue value investing more aligned with personal investment philosophy [1] Group 3 - The author began writing for Seeking Alpha in November 2023 to share investment opportunities discovered through personal research [1] - The articles serve as a platform for the author to document and share the investment journey with readers [1] - The emphasis on aggressive saving and capital building reflects a proactive approach to personal finance and investment [1]
Safehold: Good Yield, In Spite Of NYC Uncertainty (NYSE:SAFE)
Seeking Alpha· 2025-12-11 02:46
Core Insights - The article discusses the author's transition from a potential career in politics to a focus on value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to finance after facing challenges in 2019, recognizing the need for financial stability [1] - The decision to study value investing was driven by the desire to make money work effectively and to safeguard against future setbacks [1] Group 2: Professional Experience - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team, contributing to sales strategy [1] - The experience gained during this period was instrumental in assessing company prospects based on their sales strategies [1] Group 3: Investment Advisory Role - The author served as an investment advisory representative with Fidelity from 2022 to 2023, focusing on 401K planning [1] - Despite excelling in this role and passing Series exams ahead of schedule, the author felt constrained by Fidelity's reliance on modern portfolio theory, leading to a decision to leave after one year [1] Group 4: Current Endeavors - In November 2023, the author began writing for Seeking Alpha, sharing investment opportunities discovered through personal research and experience [1] - The articles serve as a platform for the author to communicate investment strategies and insights to readers, who are seen as partners in this journey [1]
Gambling.com Group: Priced Low Enough For Most Any Risk
Seeking Alpha· 2025-12-10 11:04
Core Insights - The article discusses the author's transition from a potential career in politics to a focus on value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to finance after facing challenges in 2019, recognizing the need for financial stability [1] - The decision to study value investing was driven by the desire to make money work effectively and to safeguard against future setbacks [1] Group 2: Professional Experience - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team, contributing to sales strategy [1] - The experience gained during this period was instrumental in assessing company prospects based on their sales strategies [1] Group 3: Investment Advisory Role - The author served as an investment advisory representative with Fidelity from 2022 to 2023, focusing on 401K planning [1] - Despite excelling in this role and passing Series exams ahead of schedule, the author felt constrained by Fidelity's reliance on modern portfolio theory, leading to a decision to leave after one year [1] Group 4: Current Endeavors - In November 2023, the author began writing for Seeking Alpha, sharing investment opportunities discovered through personal research and experience [1] - The articles serve as a platform for the author to communicate investment strategies and insights to readers, who are considered partners in this journey [1]
Immersion: Core Business Still Intact (NASDAQ:IMMR)
Seeking Alpha· 2025-12-09 13:38
I analyze securities based on value investing, an owner's mindset, and a long-term horizon. I don't write sell articles, as those are considered short theses, and I never recommend shorting.I was initially interested in a career in politics, but after reaching a dead-end in 2019 and seeing the financial drain this posed, I choose a path that would make my money work for me and protect me from more setbacks. This brought me to study value investing, in order to grow wealth with risk management in mind.From 2 ...
Immersion: Core Business Still Intact
Seeking Alpha· 2025-12-09 13:38
Core Insights - The article discusses the author's transition from a potential career in politics to value investing, emphasizing a long-term investment strategy and risk management [1] - The author highlights their experience in sales and investment advisory roles, which contributed to their understanding of public companies and investment opportunities [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to value investing after facing challenges in that field [1] - The decision to focus on value investing was driven by the desire to make money work effectively and to mitigate financial setbacks [1] Group 2: Professional Experience - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team [1] - The experience gained during this period was instrumental in assessing company prospects based on sales strategies [1] - In 2022, the author transitioned to an investment advisory role with Fidelity, focusing on 401K planning, but found the approach misaligned with their value investing philosophy [1] Group 3: Current Endeavors - The author began writing for Seeking Alpha in November 2023 to share investment opportunities discovered through personal research and experience [1] - The articles serve as a platform for the author to communicate investment strategies and insights to readers [1]
Carnival Q4 Earnings Preview: Debt Problems Remain In View
Seeking Alpha· 2025-12-08 23:22
Core Insights - The article discusses the author's transition from a potential career in politics to a focus on value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to finance after facing challenges in 2019, recognizing the need for financial stability [1] - The decision to study value investing was driven by the desire to make money work effectively and to safeguard against future setbacks [1] Group 2: Professional Experience - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team, contributing to sales strategy [1] - The experience gained during this period was instrumental in assessing company prospects based on their sales strategies [1] Group 3: Investment Advisory Role - The author served as an investment advisory representative with Fidelity from 2022 to 2023, focusing on 401K planning [1] - Despite excelling in this role and passing Series exams ahead of schedule, the author felt constrained by Fidelity's reliance on modern portfolio theory, leading to a decision to leave after one year [1] Group 4: Current Endeavors - In November 2023, the author began writing for Seeking Alpha, sharing investment opportunities discovered through personal research and experience [1] - The articles serve as a platform for the author to communicate investment strategies and insights to readers, who are seen as partners in this journey [1]
VeriSign: Growth Prospects Structurally Limited (NASDAQ:VRSN)
Seeking Alpha· 2025-12-08 14:06
Core Insights - The article discusses the author's transition from a potential career in politics to a focus on value investing, emphasizing the importance of risk management and long-term wealth growth [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to finance after facing challenges in 2019, recognizing the need for financial stability [1] - The decision to study value investing was driven by the desire to make money work effectively and to safeguard against future setbacks [1] Group 2: Professional Experience - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team, contributing to sales strategy [1] - The experience gained during this period was instrumental in assessing company prospects based on sales strategies [1] Group 3: Investment Advisory Role - The author served as an investment advisory representative with Fidelity from 2022 to 2023, focusing on 401K planning [1] - Despite excelling in this role and passing Series exams ahead of schedule, the author felt constrained by Fidelity's reliance on modern portfolio theory, leading to a decision to leave after one year [1] Group 4: Current Endeavors - In November 2023, the author began writing for Seeking Alpha, sharing investment opportunities discovered through personal research and experience [1] - The articles serve as a platform for the author to communicate investment strategies and insights to readers, who are seen as partners in this journey [1]
USA: Hold While AI Bubble Fears Loom
Seeking Alpha· 2025-12-04 12:14
Core Insights - The article discusses the author's transition from a potential career in politics to a focus on value investing, emphasizing the importance of risk management and long-term wealth growth [1] - The author highlights their experience in sales and investment advisory roles, showcasing how these experiences contributed to their understanding of public companies and investment strategies [1] Group 1: Career Transition - The author initially pursued a career in politics but shifted to value investing after facing challenges in that field [1] - The decision to focus on value investing was driven by a desire to make money work effectively and to mitigate financial setbacks [1] Group 2: Professional Experience - From 2020 to 2022, the author worked in a sales role at a law firm, where they became the top-grossing salesman and managed a team [1] - The experience at the law firm helped the author build knowledge about public companies through extensive reading of books and annual reports [1] - In 2022, the author transitioned to an investment advisory role with Fidelity, focusing on 401K planning, but found the approach misaligned with their value investing philosophy [1] Group 3: Current Endeavors - The author began writing for Seeking Alpha in November 2023 to share investment opportunities discovered through personal research and experience [1] - The articles serve as a platform for the author to communicate investment strategies and insights to readers, fostering a shared journey in value investing [1]