I am a value investor focused on misunderstood securities and industries, with an eye for long-term stock ownership. I am a big fan of Joel Greenblatt's special situation investing, Berkshire Hathaway's focus on high quality enterprises, David Einhorn's shorting and accounting scrutiny, Bruce Berkowitz's financial investments, and Seth Klarman's focus on downside risk. I do my best to pull from each of them in my pursuit of investment excellence. I run a concentrated portfolio (5-7 significant positions) with a heavy emphasis on earning power. I find it is difficult for balance sheet values to be monetized quickly, especially with a small portfolio, so I stick to the money I know should be coming in every year.