Value thesis is top down study mrks broad, then sectors, and last stocks that are the most bullish & bearish using options. Conditions go long on stocks with great mgt in dynamic important markets that offer a sustainable value proposition.
A tech geek who ended up studying business at grad school. I cover the IT industry for Bidness Etc, arguing the merits and demerits of modern technology. I Love crunching numbers on my laptop while sipping coffee.