I conduct deep research into two main types of situations. The first type of situation is deep value stocks that are set to grow and underappreciated by the market. The second type of situation is when a change in the world kicks off an investment trend that we expect to continue for the medium-term. I spend time in understanding both change and growth. Change is important because it often marks the beginning of a new trend. While I am sector agnostic, I research the companies and themes with which we invest in, in great detail. Often, this will involve seeking out the views of industry experts, ex-employees and management. The investment concepts that I come up with may be either micro or macro in nature. Either way, I seek to ensure I understand the situation better than our competitors in the market before writing about them. It’s only in this way, that I can understand whether a security is mispriced or not. As Phil Fisher would say, I do my scuttlebutt homework. I have a double bachelor’s degree in finance and law, have been investing for a decade now and have beaten the S&P 500 since inception of my Fund. My motivation for writing on Seeking Alpha is two-fold, (1) to generate criticism of our investment ideas to better understand where we could be wrong and, (2) in a world full of opinions, to seek the truth. I firmly believe in the idea of radical doubt – I’ve found over time that the best-performing ideas are the ones where we understand the potential flaws in the thesis in great detail.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of TGEN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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