I have retired from a 35 years career in the semiconductor industry. I now have the time to do the deep research necessary for successful investing. I freely provide investment information for friends and family. I am a member of MENSA, which means precisely nothing except I wake up in the middle of the night doing pointless math problems in my head:)
I operate a small hedge fund for family members and friends. The portfolio is valued oriented, un-levered, and has concentrated long positions. The fund has no management fee. And charge a 20% fee on returns above 6% (Hurdle Rate). I write investor letters every half year.