Bob is a graduate of Columbia Business School. He has been a Sr Analyst at Lehman as well as Bear Stearns, where he focused on Internet and technology. Bob then led Internet research at Baron Capital and has been quoted on CNBC and the WSJ.
I invest in companies with strong fundamentals which are also significantly undervalued, presenting a good margin of safety. I write extensively about my ideas and investment strategies on my blog at Soberstocks.com