Detailed analysis is the fundamental component of how my brain works. Often when I’m not applying this skill to filmmaking or the world of technology, I’m utilizing it to research and invest in publicly-traded companies.

Markets are not perfectly efficient, and with that inefficiency comes a number of great opportunities. I revel in finding companies which have been underestimated. Small-cap stocks are typically the ones in my crosshairs, as they have the additional challenges of being relatively unknown, and lacking in diversified revenue streams.

In college I used my analytical abilities to compete against students from 17 New York State colleges and universities in a stock simulation challenge hosted by Adirondack Funds. I worked with a team of analysts to create and rebalance a portfolio of 5 small-cap stocks from 5 different sectors.

In January 2013 I continued to work with Adirondack Funds for a winter internship during which I shadowed the two fund managers and marketing director to get an understanding of their processes and day-to-day life.

Their mutual fund controls over $250 million in assets and received the Lipper award in 2011 for the best small-cap value fund in America. During my internship I aided them with equity analysis on their Bloomberg Terminal, met with numerous clients, and discussed the merits of various growth and value small-cap stocks.

During my final year of college I was a senior analyst for the Student Managed Investment Fund (SMIF), a hedge fund where we worked to allocate and invest over $200,000 into a diversified portfolio.

And if I feel like I have something important to say, sometimes I’ll blog about it:

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What Investors Can Learn from Amazon’s Patience

What Investors Can Learn from Amazon’s Patience

Finance March 11, 2014 2 minutes

The increase in Amazon’s market cap is staggering.

Why Tesla Will Soar (and Apple Will Continue to Struggle)

Why Tesla Will Soar (and Apple Will Continue to Struggle)

Finance May 28, 2013 11 minutes

Apple used to be my favorite company. In the last few months I’ve seen them slip away to be resoundingly replaced by Tesla Motors. Here’s how and why that happened.

Film and Finance

Film and Finance

Film, Finance January 11, 2013 Less than a minute

I was hesitant to start my own blog. Having your own blog used to seem self-centered to me. But I’ve come to realize that I’m signing up for a career in which I need to be able to pitch what I know, what I can…