How I Invest
Fundamentally, I believe in finding good companies that make good products that may or may not be misunderstood by the market in general. After working as a management consultant for roughly three years, I've been able to leverage that real-world experience, where I helped Fortune 50 companies affect their bottom-line via various CEO-level initiatives, to better understand when the market misprices a company in either direction since that creates potential value for new positions, long or short. To do this, I read a lot of company released statements and listen in on earnings calls and any conferences I can that a company presents at.
Of course, I only start looking at a company after I decide they are worth looking at. I have multiple screens I use to determine my interest level, but, in general, this gets largely determined by market forces at work, which my Economics background helps me interpret.