I run a small, private long/short portfolio. I focus on long term value, with a full expectation of showing paper losses in the short-term. Agnostic on the topic of catalysts. Wary of false precision. Usually ignorant of quarterly results and analyst forecasts. Seeking durable insights on business models and industry trends, and general wisdom.
I'm a professor and data scientist who has developed scorecards to detect fraudulent bank transactions. As an investor I look for fraudulent stocks and other stocks that aren't what they seem.