Seeking Alpha

Valuable Insights

Analyst and Fund Manager with almost 20 years investment experience. Coverage includes a variety of industries, with a focus on technology.

Particularly focused on value stocks, poorly understood or under-followed situations, and contrarian perspectives.

Primarily invest in special situations with value that is poorly understood or not fully appreciated, or where we believe there is a highly asymetric risk/reward profile. Also look for long/short ideas in mid/larger cap names where we believe we have a variant view, and the market is dramatically mispricing value.

Follow me on Twitter @valinsights

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  • Description: Full-time Investor. Trading frequency: Weekly
  • Interests: Stocks - long, Stocks - short, Tech stocks
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We continue to believe shares of IMOS are undervalued. Friday's Taiex IPO should be a meaningful positive catalyst for shares. Apr 9, 2014