I write ideas/thoughts at www.BaseHitInvesting.com . I approach investing methodically. I focus on proven concepts & on executing my investment process one step at a time. I also run RIA called Saber Capital for like-minded clients.
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.