Opportunistic global value long/short investor. Long term (5-20+ years holding periods) investment approach. Currently studying at Wharton School of Business and working for Quaker Capital Investments.
Current Areas of Interest and Strategy:
Value Large Cap U.S. Companies with exceptionally strong balance sheets and/or cashflows
Value Large South Korean Companies
Value Large Polish Companies
Value Large Russian Integrated Oil Companies
Bubbling tech stocks that won't be able to grow into their valuation
Poor quality U.S. businesses trading at exceptional valuations