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Crossy
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crossy:CIAF
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Biography
I am a 38-year old IT consultant and business student from Austria. I became interested in investing and the stock markets at the age of 15, mostly because I wanted to find a way to get "rich quick". I really started investing seriously 10 years ago. At first, I was not too successful. But I have continued to learn and improve. Marketocracy's virtual trading environment and portfolio management tools have been an important part of that learning and improving process.
As an IT consultant, I have used my firsthand experience in computer software, service, hardware and infrastructure to provide insight for investing. Closely related industries that I also have extensive exposure to are networking and telecom. I have also found that my interest and aptitude in technology allows me the flexibility to explore across a broad array of other areas such as biotech / pharmaceuticals, materials science, semiconductor research, and nanotechnology.
I also try to apply the strategic management concepts that I learned from business school, on my investment research - thus my application of industry and group analysis and the analysis of resources and capabilities (mostly soft data inferred from 10K "strategy" narratives)
Finally - because I'm not really an environmentally concerned fellow (feeling actually quite "turned-off by that whole movement" - the "tree hugging" and "animal rights" movement) and the related stocks I gladly avoid, whereas I would not have a problem researching defense, armory or "sinful" stocks (liquor, gaming, tobacco). Another area I would not touch are real estate companies and REITs - where I do not feel comfortable with the information asymmetries of the underlying business. Last but not least I have a problem with industries that do not scale well because human labour - even worse - skilled human expertise (costly !) usually reaps most of the profits earned : like pharma contract research organizations or even worse consulting companies. With the exception of pure financial consulting where deals size is an operational paramater exploitable for potential growth, these industries usually require doubling of employees and associates for a doubling of revenues. Exponential growth scenarios are as such unlikely to show up here - this is a reason why I usually avoid these corners of the market.
My other interests include economy, politics, technology, cycling.
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