My name is Jonathan Franco, and getting to Alpha involves plenty of painful and uncomfortable questions. Questions the majority of Wall st is unwilling to answer. I took the Jesse Livermore approach. I come to you today with an open mind asking WSO how does someone like me who is not willing to be a yes man and unwilling to agree with everyone find a seat at the table? A bad business model can be attributed to failing to ask the simple question, "what's true?". In my search for I've come to the realization that the majority of Wall st has honed the skill of office politics. Although i have great respect for the Wall st culture i feel that if we want better than average returns there are simply little leaks in our financial boat that are blind sighted by the new culture of our business. If i learned anything it's because i've made the mistake of ignorance, hope, fear and greed. They all came from thinking i was right and having further biased analysis backed up by my ego. I've learned to always prepare for the worst because the worst will happen when you least expect it. I've only followed the advice of wisdom and it has left me with a failing grade in office politics and an A+ in market analysis. But isn't that what successful investing is? To be greedy when others are fearful and vice versa. So how does someone like me get a chance to really show the world how to get to Alpha? I write this purely for understanding and to gain better knowledge in search of Alpha, i take a look around and the majority is consumed in beta.

 
Franco Financials:
. I didn't go to school
Well, that's not usually a positive, but.....
Franco Financials:
how does someone like me who is willing to be a yes man
You have promise...senior management loves yes men.
Franco Financials:
and unwilling to agree with everyone
WTF bro? I thought you were a 'yes' man? Maybe your lack of education is a factor here?
If you don't know who the sucker is at the table, it's you.
 
Franco Financials:

My name is Jonathan Franco, and getting to Alpha involves plenty of painful and uncomfortable questions. Questions the majority of Wall st is unwilling to answer. I didn't go to school, i took the Jesse Livermore approach. I come to you today with an open mind asking WSO how does someone like me who is not willing to be a yes man and unwilling to agree with everyone find a seat at the table? A bad business model can be attributed to failing to ask the simple question, "what's true?". In my search for I've come to the realization that the majority of Wall st has honed the skill of office politics. Although i have great respect for the Wall st culture i feel that if we want better than average returns there are simply little leaks in our financial boat that are blind sighted by the new culture of our business. If i learned anything it's because i've made the mistake of ignorance, hope, fear and greed. They all came from thinking i was right and having further biased analysis backed up by my ego. I've learned to always prepare for the worst because the worst will happen when you least expect it. I've only followed the advice of wisdom and it has left me with a failing grade in office politics and an A+ in market analysis. But it's at a point where i'm so contration to popular belief for example last year i returned %250 while only risking %7 and the whole time everyone thought my ideas were crazy. But isn't that what successful investing is? To be greedy when others are fearful and vice versa. So how does someone like me get a chance to really show the world how to get to Alpha? I write this purely for understanding and to gain better knowledge in search of Alpha, i take a look around and the majority is consumed in beta.

One last thing: if you had stayed in school through elementary school, you would likely know that the percentage sign goes after the number, not before.

Your fictional or non-repeatable return figures are why you think you can be so non-conventional. It's not likely to work.

If you don't know who the sucker is at the table, it's you.
 
Best Response
Franco Financials:

Yea those things i miss, i'm a big picture guy. We all have weaknesses, your weakness might be looking too outward for inefficiencies and maybe not enough inward analysis. Do you push the envelope? I can't survive in an environment where i'm paid to act. I think i can be nonconventional because i simply am, i don't think like most people. If everyone is going right my nature is to go left but this has left me with practically no one backing me because of what society depicts as a success. If i have an MBA for you but i fail to inherently believe the wisdom in being right and sitting tight. Or to understand that speculative blunders occur the second you turn your back. I would be considered more successful to society at this point. I don't wanna bullshit people i just want to invest and be very great at it. But the way i went about learning this is frowned upon. I've wiped out several times for 5 years from when i graduated HS to when my friends were graduating college. So i was continually getting bitchslapped to the ground for years. I also couldn't afford college, i got in trouble at a young age which exempted me from student loans. So what would you do if you had very good results and you wanted people to find out about you?

Have you ever thought that if everyone is turning right, that turning left is not non-conformist, but just simply wrong? Going against the grain is not right simply because it is contrarian. You have to actually be right.

The nonsensical nature of your posts leads me to the conclusion that you are simply contrarian.

Conventional wisdom:
Don't get arrested. Finish high school. Form logical thoughts.

Your wisdom: Be contrarian to the above.

If you don't know who the sucker is at the table, it's you.
 

Franco, this is GS HR. We liked your profile and would like you to come in for an interview with two of our VPs from our TMT teams next week. Please PM me your credit card number for a credit check.

-GS HR

 

It's not easy to approach your post OP.

The dynamics that govern someone's personality and how it interacts with various environments are so vast and complex, that it's difficult to pinpoint where to start in determining how you get to your specific goal of being a confident non-yes man.

Most people simply conform to the herd mentality because they are not strong enough to stand on their own and confidently articulate their thoughts and opinions in an understandable manner to support themselves. In a sense, it's easier to just shut up and color.

Not everyone has the ability to do that and it's no fault of your own. Everyone develops differently in life and we make do with whatever our strengths and weaknesses are. But I would advise you to take a VERY introspective (being completely honest with your faults) and analytical approach to how you are interacting with the people you feel you shouldn't be a "yes man" around. It's usually not a matter of whether you are a yes-man or not but how you conduct/present yourself that matters because that's what your co-workers have to interact and mesh with.

Do they trust you? If so, why? If not, why? Do you have concrete and solid reasons to support your positions if challenged? Are you realistic? Overly-negative? Overly-positive? Do you remain calm when discussing work-related topics? Or defensive? Do you get anxiety? Do you perform very well at your job? How good are you at looking at multiple perspectives beyond your own and factoring them into your own thoughts and conclusions? What are your personal feelings on the value of ego, how it can affect your decisions, and how vulnerable it can make you? Are you more concerned with being right for the sake of being right or more concerned with being fair?

This is a journey only you can embark on because it's about self-discovery. Everyone is always continually trying to develop themselves, some for the better, some for the worse. Just be brutally honest with yourself, understand your flaws (which I'm sure you have), and fix them up to be a better person. Everything will naturally fall into place, just don't be afraid to do it.

If you find yourself feeling lost, go climb a mountain.
 

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