Trading coach, stock index trader, author, blogger, five kids, six grandkids, and four rescue cats. I have a special interest in the integration of quantitative and discretionary approaches to trading.
Renaissance Capital provides pre-IPO research and global IPO market analytics to institutional investors. The firm manages portfolios of unseasoned equities through the Global IPO Fund (IPOSX), the Renaissance IPO ETF (IPO) and institutional SMAs.
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
CMT CFP 19yrs in industry, Found charts in 2000, hooked ever since. Founding partner at Barber Lackey Financial Group & Presidium Capital. No recommendations, just ideas......do your homework. Personal: Husband, Dad and Motorhead