infntecompnding

Experience: Professional
Assets Traded: Equities
Approach: Value
Holding Period: Long Term Investor

R M
New York

Joined Mar 17, 2010

Portfolio manager at a hedge fund in New York. Value biased longer term investor

infntecompnding
$ACGL buying back tons of stock, strong underwriters, willing to shrink the business in soft markets - probably going higher.

Jul. 13 at 11:16 AM

from Twitter
infntecompnding
$IOC may have finally come to the end of the line. you can raise billions of dollars on pie-in-the-sky. nothing new under the sun!

Mar. 26 at 2:40 PM

from Twitter
infntecompnding
$PBH and $CAW cheap consumer products companies with 40% upside. trading at very cheap valuations on ev/ebit

Mar. 25 at 3:58 PM

from Twitter
infntecompnding
$avtr avatar holdings is a florida homebuilder trading at 1/2 book with land on balance sheet marked at 1999 prices. Cheap! Long term

Mar. 24 at 2:57 PM

from Twitter
infntecompnding
$hnr after reporting good earnings angle significant progress in ops outside of Venezuela the stock remains incredibly undervalued

Mar. 18 at 12:14 PM

from Twitter
infntecompnding
$MSG has earnings for the first time as a public company tomorrow morning -- it looks quite cheap on a sum of the parts basis or DCF

Mar. 17 at 11:56 PM

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