I’m a full-time equity analyst and co-founder of Mina Vista Capital Management, a hedge fund founded by myself and my business partner William Hazen. I look for long-term investment opportunities with a focus on fundamentals. I have done extensive research on industries such as energy, technology, and homebuilding, and I continue to expand my knowledge. I find discussions with other analysts, especially when we have opposing viewpoints, very constructive for both theses. If you have a different perspective on any of the companies I cover, drop me a line at X and I’ll be happy to discuss it.
Analyst Disclosure: I/we have a beneficial long position in ST shares either through equity ownership, options or other derivatives. I wrote this article myself and express my own opinions. I do not receive compensation for it (other than Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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