'Random Walker' (source (http://en.wikipedia.org/wiki/Random_walk)) works by day as a business analyst and by night is a self-taught value and special situations investor in the Graham & Dodd tradition. While he lives Down Under on an island in the South Pacific, his search for undervalued businesses is global.



He enjoy writing about his investments as 'it ensures that I spend time thinking things through and hope that by opening up my investment decisions to public scrutiny and criticisms I will gain insight into the thought processes of other like minded investors, share and gain knowledge and improve my investing skills.'



His aim is to outperform the market over the long-term. In the long run, 'I would consider a year where my portfolios return was down 5% versus the market being down 10% far more superior to a year where both my portfolio and the market were up 10%.'



Visit his site: Graham & Doddsville Revisited (http://graham-n-doddsville.blogspot.com/)