In short, my articles talk about what institutional investors (the smart money) are focused on. A bit about me: I am a former Wall Street equity research analyst who has been intimately involved at the highest levels of investing. I previously worked at Credit Suisse and KeyBanc Capital Markets. My work spanned the gamut of investing, including writing those buy/hold/sell reports, advising the largest buy-side investors, and regularly communicating with the CEO, CFO, and Director of IR at all of the companies under our coverage (including asking questions on earnings conference calls). After spending time in that world, I realized that much of the public discussion around stocks are focused on the wrong parts of the investment story. My writing addresses this issue by guiding retail investors towards the key debates that institutional investors are having. My articles emphasize deep fundamental analysis that you would normally only find on Wall Street, available to the largest institutional investors. Note that not all of my posts are published to SeekingAlpha. Read more at www.thenonconsensus.com.