We like high quality stocks that, in our opinion, can give good return in the next 1-3 years.
We understand that markets get emotional and become irrational, and we believe that patience and flexibility are significant advantages.
We seek attractive opportunities from across market sectors, industries and capitalization.
We apply rigorous analysis in determining the securities upon which to create reports.
We think like business owners and recommend stocks in businesses that we would like to own ourselves.
We pay particular attention to valuation, as stocks recommended at attractive prices provide a margin of safety and superior long-term return potential.
Although our approach is bottom-up, we drone the equity landscape in search of mispriced businesses.
We do not provide Investment Advisory or Portfolio Management Services.