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Thoughts on the markets and individual companies from a hedge fund veteran. Opportunistic, “make money” investing inspiration focusing on the consumer and media sectors, including lots of small caps, plus occasional forays into other sectors with an emphais on value investing and special situations. Bottoms up stock picking with a healthy awareness of mega-trends and the zeitgeist as background.

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Hedge fund veteran here to help you decipher business news, improve your investing skills, and generate ideas. I spent 20+ years as a professional buyside analyst and portfolio manager, now I invest on my own, consult, and write.