Introduction
February 11, 2007
I am starting this blog as a way to scribe my own thoughts for future reference and also for other people to use my research. I am relatively new to the world of investing, and have much to learn, however starting a blog will enable me to keep a living journal of my thoughts. In addition, I hope that people will give insight, suggestions, and critique my ideas and strategies. I am going to focus on a few types of opportunities: arbitrage, miss pricings, spin-offs, re-caps, merger arbitrage, and long-term core holdings. My investing philosophy is evolving, but I believe it is possible for a small investor to beat the market. Though the task will be extremely hard, I believe it can be done through special situation investing in combination with a long-term buy and hold strategy. I hope that other readers will help me identify different opportunities and also give any insights on strategies that I suggest. Hopefully this can be a forum in which people can profit from people’s best ideas.
Welcome,
Michael Cricenti
