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.
My edge: intangibles like customer taste, competitive landscape & corporate pride shift way before financial performance does -- Feel the directional weight of disruption (stemming from technological/social/political/economic change) & find alpha.
I construct charts to help people capitalize on the excess fear and greed of global investors.
My goal: provide research to help investors enlarge their portfolios regardless of market direction. My approach - TBNM or Tops, Bottoms, No Middles
Trend follower, portfolio manager, market technician. Former sales trader to hedge funds/institutions, research analyst, prop trader, buy-side head of desk. Only took 25 years to find what works for me. Always learning.