Summary
Long time value investor. Long/Short portfolio that’s always net long (between 30-80%).
I have extensive experience in the video game industry as I founded a leading media company in the space, which I have since exited after an acquisition. Gaming companies only make up ~15% of my portfolio, but its a sector where I believe I have an edge. A newsletter about value investing! Mostly focus on smaller cap value names that aren't widely covered.
Areas of Expertise
Primary Asset Class:
Equities
Geography:
Asia Ex Japan
Countries:
(generalist)
Sectors:
(generalist)
Content Verticals:
Equity Bottom-Up