Australian born and raised, I majored in History at Harvard University (Class of ’08). I have 10+ years of buy- and sell-side experience in a variety of roles, and currently manage my personal account full-time. I tend to view the equity markets through a credit analyst’s lens (thinking like a creditor rather than an owner); I try to consider the whole capital structure of an enterprise when I invest; and I believe sustainable free cash flow is the primary foundation of business value. I have little interest in purported growth stocks (unless on the short side if there is a balance sheet/restructuring angle).
You can follow me on Twitter (@puppyeh1) or read more formal company analysis at Seeking Alpha (http://seekingalpha.com/author/jeremy-raper).
Outside of work, I love to play and follow sports (particularly tennis and skiing, at the moment), and am interested in traveling, learning new languages, and history.
DISCLAIMER: All commentary on this site represents solely my own opinion, and does not constitute a recommendation to buy or sell any security. While stated position disclosures will be accurate at the time of posting, I may trade in any mentioned security, both in the direction of and against my published views, at any time thereafter, without notice. My investment objectives and risk tolerance could diverge widely from those of readers; as such, readers are encouraged to seek outside financial advice and to always do their own investment research. Raper Capital or myself will not be held accountable for any losses (or gains, for that matter) generated from acting upon investment ideas sourced from this blog (or from any other sources I disseminate electronically, including, but not limited to, my posts on Seeking Alpha).