I am a full-time investor focusing on special situations and opportunistic ideas across the public equity markets. My capital is concentrated in a small number of names at any given time. I prefer to own eight to fifteen high-conviction positions rather than a diversified basket, and typically hold them over multi-quarter or multi-year time horizons rather than trading around short-term price action. Particular situations are where I spend most of my research time: startups, post-bankruptcy stocks, recapitalizations, activist setups, complex capital structures, forced sale dynamics, and under-watched small and micro companies where the market misprices fundamentals or asymmetrically reduces future cash flows. I’m attracted to ideas where there is a clear catalyst, where the bearish case is well understood, and where information asymmetry creates a window before the broader market catches up. Sector-wise, I gravitate towards companies that capitalize on strong secular tailwinds, defense and the broader national security supply chain, AI infrastructure (more a layer of picks and shovels than pure MBA names), aerospace and dual-use technology, and digital transformation in legacy industries. The screen features strong unit economics, high incremental returns on invested capital, defensible trenches, and meaningful in-game management.
Analyst Disclosure: I/we do not have any stock, options, or similar derivative positions in any of the companies mentioned, and there are no plans to initiate any of these positions within the next 72 hours. 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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