adminAs an investment professional with strong a background in fundamental analysis, I believe that growth and value style investing are not independent. My buy-side investment analysis focuses on special situations, long-term small cap and mid cap stocks with attractive competitive advantages.I provide I fair estimate of intrinsic value driven by various opportunity costs that investors have exposure to. In my valuation analysis I incorporate simple earnings multiples with payout assumptions that are reasonable and can be supported by earnings. On rare occasions, a DCF is used if the business is stable and predictable. Depending on the situation, my recommendations range from Strong Buy to Strong Sell, however my research mostly seeks long-only investments that are expected to compound at 15%+ annually. Favorite authors:Seth Klarman, Peter Lynch, Howard Marks, Philip Fisher
Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.
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