I am an independent analyst and portfolio manager with a bent for forensic accounting, bottom-up research, value investing — the disciplined pursuit of mispriced assets off the beaten path — and contrarian, second-level thinking.
Proficient at delivering clear-cut answers to complex questions, I work freelance for funds, family offices and like-minded partners worldwide. For this reason, and to my regret, only a fraction of the investments undertaken can be documented here.
However, and for the sake of transparency, I currently own shares in Idorsia Pharmaceuticals, Knight Therapeutics, Seritage, Washington Prime Group, Tessenderlo Group, Orca Exploration, Diamond Offshore, Peyto Exploration & Development, Gear Energy, Sears Holdings and its spin-off Sears Hometown & Outlet Stores, among others.
None of the articles discussing these companies should be regarded as investment advice. Investing-wise, I’ve long upheld the belief that it is impossible to do well by copying others — especially strangers on the internet, regardless how articulate they come across. Value only lies in the eye of the beholder and that is what makes this game so exciting.
I believe in fairness, hard work, humility, singularity, selectivity, margins of safety, skin in the game and total integrity. Enquiries and opportunities to connect with dedicated practitioners from all walks of life are always welcome, so please feel free to get in touch and say hello.