I have over 15 years of investment experience providing research services to mid-cap hedge funds with assets under management ranging from $100 million to $500 million. I also worked briefly as a sell-side analyst. I am now mainly focused on managing my own money and my purpose here is to share my perspective and benefit from the insights of the Seeking Alpha user community. Please feel free to provide your feedback on my paper in the comments section, even if you have a different point of view, I’m happy to discuss it. My strategy over the medium term is to invest in ideas that have a catalyst to unlock value and drive upside or sell short in case a downside catalyst emerges. I also like investing in growth stories that are reasonably priced. I am a generalist in terms of industry preferences. However, I have spent most of my career analyzing the industrial, consumer, and technology sectors. So, that’s where I generally have higher conviction when investing.
Analysts revealed: I/we have no stock, option or similar derivatives positions in any of the companies mentioned and have no plans to initiate any such positions within the next 72 hours. This article was written by myself and expresses my own opinions. I received no compensation (other than from Seeking Alpha). I have no business relationships with any of the companies whose stock is mentioned in this article.
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