What’s the big idea?

Deep value contrarian investing - looking for undervalued high cash flow businesses across all financial markets with an incidental focus on small / micro caps particularly in the US, Europe, Taiwan, and China. Predominantly long value equities with small systematic tail-risk hedging - a constant hunt for value with a < 3% yearly market short position to manage risk of catastrophic crashes. (Long Value, Short Disaster)

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Legal Disclaimer

I am a repeat college dropout, not your financial advisor. This is opinion/entertainment, not investment advice. Do your own research; you can lose money. I may buy/sell anytime without notice. No compensation from any company mentioned.