I choose to analyze stocks based on their cash flow potential, relative value and economic moat. My belief is that success in investing can come from unconventional and unconstrained investing. In my idea generation process, story-telling must be backed up by quantitative analysis to pin down the upside/downside potential. I tend to turn down numerous ideas before narrowing on few compelling stock ideas per year. The closest investment style I follow is contrarian. To me, investing is more of an art than a precise science. I enjoy uncovering companies that the market either overhypes or ignores. For this reason, I mostly focus on writing top ideas. I also write educational articles on different financial and accounting issues that affect companies’ valuations and help investors make informed decisions. I have five years of financial accounting experience at Ernst & Young (promoted to audit manage). Worked on audits of private equity (the Carlyle Group), technology and real estate companies. I hold two master’s degrees in accounting and economics along with a CPA license (currently inactive). After leaving public accounting, I have studied at the University of Virginia PhD in Economics program researching the macroeconomic effects of sovereign debt defaults in monetary unions. Also completed an IMF internship program working on a paper about certain aspects of sovereign debt yield spreads. After obtaining an all but dissertation status, I decided to quit the PhD program and pursue other interests in life.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of PLAY either through stock ownership, options, or other derivatives. 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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