I am relatively new to investing, and I will be using these articles as a way to organize and test my investment ideas. I follow a value-oriented style of investing and I pay a lot of attention to special situations. My holdings include long and short positions on stocks, but I don't short stocks frequently.
I am a full-time investor. I learned finance the old-fashioned way, out of necessity, during a career in the film and entertainment industry. I prefer to focus on long-term macro economic trends and demographics. Having identified an invest theme, I look for companies that most nearly fit my thesis. Then it is time to switch hats and become a traditional value investor, to ensure that the security is investment worthy and has a reasonable margin of safety.