I am a fundamental value investor, looking across industries and geographies for attractive risk/reward opportunities. I take a long-term approach to investing, and generally do not engage in short term trading. I particularly focus on industrial, basic materials, and natural resource sectors. For long positions, I like stocks that are cheap and have catalysts. Particularly fond of complicated situations that might be overlooked. I like shorts that are non-consensus - particularly stocks with misunderstood structures or industry dynamics. TomHagen - my author name - is one of my favorite characters from the movies.