Sean D. Emory is currently the author of TheMarketMeter.com and Senior Investment Analyst at an RIA. He managed the Stetson University endowment as equity/fixed income analyst. Small Cap analyst at KCM Asset Management, a long short hedge fund.
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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.