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ons and I started actively managing my own personal account in high school and continued to do so throughout college and grad school. I went to Wharton for undergrad and decided to concentrate in Management. I found the analysis of competitive strategy very interesting. I was interested in why
te value. My initial introduction to the stock market was through my grandmother. who was an active investor, and still is at 92. She follows a Peter Lynch style philosophy and invests in what she knows and what she understands. My great-uncle was also an active investor. He invested in real estate,
tplace. Peter Lynch used to travel to the shopping mall weekly to observe business transactions / marketplace in real time - Proprietary network — Wharton, Columbia, New York investing community, Washington DC / Federal Government - Experiential knowledge -- knowledge of past and current successful i
t Cash, High ROIC). Additional screens for events - spin-off, buyback, tender, dividends, etc. - Keep current with business trends and marketplace. Peter Lynch used to travel to the shopping mall weekly to observe business transactions / marketplace in real time - Proprietary network — Wharton, Columbia,
tplace. Peter Lynch used to travel to the shopping mall weekly to observe business transactions / marketplace in real time - Proprietary network — Wharton, Columbia, New York investing community, Washington DC / Federal Government - Experiential knowledge -- knowledge of past and current successful i
t Cash, High ROIC). Additional screens for events - spin-off, buyback, tender, dividends, etc. - Keep current with business trends and marketplace. Peter Lynch used to travel to the shopping mall weekly to observe business transactions / marketplace in real time - Proprietary network — Wharton, Columbia,
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