John Bethel is a freelance writer who has managed his own portfolio for the last 11 years. We’re normally wary of non-professionals, but John’s articles — published on his blog Controlled Greed — are a useful and thoughtful source of investment ideas. The focus is value. His stated time horizon is 3-5 years, and his analysis pays close attention to classic valuation metrics. Mr Bethel owns every stock he writes about, in contrast to the recent trend in sell-side firms to prohibit analysts from taking positions in stocks they write about. We think that having “skin in the game” is a good thing, as long as ownership of stocks under discussion is clearly disclosed.

Blog URL: http://controlledgreed.com