I following value investing mixed with some GARP and special situations, all in a macroeconomic and thematic viewpoint. I like to find companies with sustainable competitive advantages that seem undervalued or unknown by the market, in rising industries with tailwinds at their backs. I look for market misperceptions, recent news and drastic price changes, and new management strategies that will lead to differentiated returns. Please don't hesitate to comment and give me your opinions. Similarly, I will try to give my insight to help you make educated decisions affecting your portfolios. Have confidence. As far as my anonymity goes, I work in the industry as a buy-side analyst, and prefer not to have my research attributed to me for that exact reason. If you have further questions, please feel free to message me.