Former Goldman bond trader (8 years trading interest rates). Co-founder at Openfolio. We're bringing the principles and power of social networks – openness, connectivity, mutual benefit – to the world of personal investing. https://openfolio.com
Value thesis is top down study mrks broad, then sectors, and last stocks that are the most bullish & bearish using options. Conditions go long on stocks with great mgt in dynamic important markets that offer a sustainable value proposition.