Valuable Insights

Valuable Insights
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Analyst and Fund Manager with almost 20 years investment experience. Coverage includes a variety of industries, with a focus on technology.

Particularly focused on value stocks, poorly understood or under-followed situations, and contrarian perspectives.

Primarily invest in special situations with value that is poorly understood or not fully appreciated, or where we believe there is a highly asymetric risk/reward profile. Also look for long/short ideas in mid/larger cap names where we believe we have a variant view, and the market is dramatically mispricing value.

Follow me on Twitter @valinsights
  • Description: Full-time Investor. Trading frequency: Weekly
  • Interests: Stocks - long, Stocks - short, Tech stocks
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$CRDS engages Markman Advisors - bodes well for their patent monetization efforts. Markman team is very capable. Aug 19, 2014