Stan

My blogs

About me

Industry Manufacturing
Occupation Mechanical Engineer
Location New York
Introduction I am a mechanical engineer full time and a self taught value investor in my spare time (another full time job).
Interests In addition to value stocks, I like to hold a few homerun stocks in my portfolio which aren't necessarily value stocks. I believe, but admittedly can't always prove, that these positions are sized to be smaller than the Kelly Criterion and are therefore worthwhile bets. Check out the link for Black Swan Stocks and the Black Swan Portfolio for more details.
Favorite Books The Intelligent Investor, Warren Buffett Speaks, The Essays of Warren Buffett, The Dhandho Investor, You Can Be a Stock Market Genius, Fortune's Formula, Fooled by Randomness, The Black Swan, Antifragile, Confidence Game