I invest in and write about companies that offer strong fundamental value, while also considering macroeconomic capital flows and special situations. My approach to public market investing combines fundamental, quantitative, and strategic analysis. I believe in partial market efficiency. Within the stock market, I prefer strategies lasting from 3 to 18 months. Disclaimer: All posted writings on SeekingAlpha (as well as affiliated entities, agents, and syndication partners) solely represent my opinion. These writings are not to be interpreted as legal advice or a recommendation to buy or sell any security at any time.