The most drastic dislocation of price and intrinsic value, I believe, lies with companies that are heavily beaten up or ignored by the market. They are companies on the precipice of bankruptcy, their balance sheets plagued with opacity or possessing such a small market capitalization that most investors won't even consider them. I believe in a weak form market efficiency and thus think that the disparity with perceived and intrinsic value will eventually disappear after certain well-defined catalysts. I enjoy the highly journalistic nature of equity research, viewing each prospective idea as the equivalent of entering a crime scene, parsing through the clues dotted around. And the most satisfying part is to be able to synthesize seemingly disparate information and form a conclusion about the case. I highly believe that we should only take swings when we are confident of a home run. Thus, pieces posted on seekingalpha are my high conviction ideas. Do drop me a mail at email@example.com if you wish to connect.