I am a value investor with a concentrated portfolio, focusing on rare and exceptional buying opportunities. As a keen reader of Value Investing literature, I am well versed in the teachings of ‘super investors’ such as Warren Buffett, Charlie Munger, Benjamin Graham and several others. I focus my investments on deep value plays by employing a mixture of net current asset value analysis (‘NCAV’, ‘cigar butt’ , ‘net net’) and hyper-conservative discounted cash flow calculations.Professionally, I work as an IT project manager for Charter Communications, and I received a bachelor’s degree in computer science from Stetson University. My educational background in computer science, and my professional experience in IT widens my circle of competence in the technology sphere – which is where I focus the majority of my investments.My goal as a Seeking Alpha contributor is to summarize and understand my own investments, help others learn the value investing process, and spark valuable conversations and collaborations with like-minded capital allocators.
Analyst’s Disclosure: I/we have a beneficial long position in the shares of OSUR 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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