Call 1.866.825.3005 for more information
Call 1.866.825.3005 for more information
Felix has 20 years of investment experience managing his own money. He spends much of his free time reading company annual reports and SEC filings. Felix's day job is as a mechanical engineer.
Felix uses fundamental analysis to uncover companies with a durable competitive advantage he feels are suffering a temporary setback. He finds most of his investment ideas in the micro and small cap US markets. His ideal investment is a company that sells affordable, nondurable goods with a high number of repeat purchases, and a shareholder friendly management, however these type of companies rarely go on sale. Purchases will not be made unless he feels there is a high probability of a high double digit annualized return over the course of a decade. Due to his extremely disciplined style Felix often holds large cash positions during times of market exuberance.
Felix made his first stock purchase when he was in 7th grade, as he became more sophisticated, he experimented with day trading, swing trading, options trading, etc. He feels that value investing in the Dodd and Graham mode is the best fit for his personality and he currently invests primarily as a value investor.
Felix is an avid runner and runs several races a year including marathons. He is also founder of an art club in San Francisco.
Important Information
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Model commentary
Why I'm passing on Diamond Foods stock
3 April 2012
It seems to me that Diamond Foods must execute its strategy perfectly to pay off its long term debt obligations.
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