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.
Full time trader. On Wall St. for over twenty years. Founder long/short hedge fund. Currently manages private accounts and personal money with a long/short strategy. To request my performance, e-mail me at firstname.lastname@example.org
Privateequity & other alternative asset investor. Love to build business in chemicals, material, healthcare, energy and shale gas technology sectors (not a trader). Post/reposting is not an endorsement or otherwise