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
Envoy Global, Inc., was founded in 2001 to pursue investment opportunities in turnaround and restructuring situations both in private and public companies. Casino Capitalism, the research arm of the company, periodically publishes reports on specific companies, as well as general articles on investment trends and psychology. You can read our reports at: www.CasinoCapitalism.com. Yehuda Fruchter, the editor-in-chief of Casino Capitalism, spent three years as part of Value Line’s equity analyst team before founding Envoy Global.
I'm a mathematician by training and I invest for the long term by identifying economic trends and business fundamentals. I invest in small to mid-sized companies with superb fundamentals for outsized growth and I use my own economic analysis for allocating investments among stocks, bonds, commodities, or REITs.