About the author
I am an investment professional based in the San Francisco Bay Area. I will post writeups of investments in my personal account on this blog. I prefer to focus on small-cap ideas that have limited coverage from the investment community. My approach is bottoms-up and fundamental.
I believe value investing works because market participants can be overly enthusiastic or fearful, and so I keep a long-term time horizon with a close eye on valuation.
I believe value investing works because market participants can be overly enthusiastic or fearful, and so I keep a long-term time horizon with a close eye on valuation.