- I have worked at 3 different hedge funds, mostly engaged in short selling.

- I have covered multiple industries on the buy side.

- I actually come to dislike a lot of hedge funds, because many are engaged in abusing their compensation scheme (2/20) in the short-run at the sacrifice of safe, long-term returns and protecting their investors capital.

- My analysis is value oriented, focused on inflation-adjusted economic cash flows. AKA real returns in the mold of CFROI, CROCI and IRR. I am more of a Charlie Munger type investor than Warren Buffett/Graham and Dodd, if you know the difference this will make sense to you.

- I have been negative on equity markets for 8 years, and real estate since 2005. I became bullish on equities during November 2008 and very bullish in early March 2009.