Value Scouter(slinj) is value investor who works for Pharma industry. He follows value investing school of thoughts.

His investment thesis centers around 1) Net-net stock where the company trades significant below liquidation value; 2) company with lasting moat that is trading at discount to its intrinsic value based on one of the valuation approaches.

His investment thesis focus on predictability and safety of the investment. He is a loyal Graham, Buffett, Klarman value investor follower. His objective is to become good at asset allocation. At times, he may be interested in speculative plays with a small portion of the capital, particular in the biotech arena.