28 / NYC based Portfolio Manager. Follow and invest in a small universe of fundamentally strong, high quality, growth & value companies. Focus on "Margin of Safety", valuation, MOATS & timeless household BRAND names. Long Term Outlook (5-10+ years).
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.
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.