November 12th, 2014

Hi Folks,

Q1

I encourage folks to read this and one can see what I find the best gains in: quant screens; hedging; strong stock names. I am working with (for their privacy) folks so they can become co-experts and we can al learn together.

The quants are a given. They work. If you have any desire to learn more – let me know. There are multiple people who are working on the projects.

If anyone is interested, let me know. Mike Ray, Alex, and I work on it. If you have an interest – you can let me know and we can talk about it on the phone.

Q2

The key aspects are spinoffs; quant screens; hedging; diversification; and a desire to learn more.

There are a few specific outcomes that I am seeking for this site. The quant screens are mechanical in nature – and they work. It’s not a qualitative investing style, but quantitative in the fact that they work.

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Let me know if you want to talk on the phone with Mike or I. You can send text me or call me at 505-205-8207 to schedule a time to talk.  The topics would be spinoff investing, Quantitative Investing, and special situation investing.  

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Q4

My goal is for folks appreciate the benefits of spinoffs, quant investing, and special situation the best ideas and for folks to make money. The help and discussion are invaluable.

Q3

Thanks,

Alex, Mike, Todd

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