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Non-bearded medium rare value investor finding ideas that are undervalued, and unloved, misunderstood or underfollowed. Preferably all of it.20+ years in private equity, M&A and other lateral thinker roles. Unconstrained approach to invseting.Investing success is based on skill and luck. One way to finetune skill for me is by writing down an investment thesis since it gives me time to reflect on self-congratulatory thoughts that are a disguise for behavioral pitfalls or potential stupidity.An 'I don't know mentality' is a good tool to think through uncertainty. Therefore all my investments are bets in the non gambling sense of the word based on weighted probabilities of scenarios and expected returns.
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