Focused on creating a margin of safety and holding for the long term. Top holds: $GALE $AVNR $DANG $SOL $NQ Follow me on Twitter and Scutify. Portfolio YTD return: 8% In buying mode, I love value! Averaging into positions and getting diversified!
I invest in companies with strong fundamentals which are also significantly undervalued, presenting a good margin of safety. I write extensively about my ideas and investment strategies on my blog at Soberstocks.com