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We still believe in old-school fundamental research. We still look forward to 10-Qs and conference calls with the executives. We unashamedly practice buy-and-hold. Since everyone considers themselves 'contrarian', we don't label our style. Instead, we relentlessly question our own analysis, and strive to sharpen our understanding.

We're not afraid to dive into the partial differentials in Black-Scholes to properly value an option, or take a home-run swing when the pitch comes across the plate belt-high.

These practices are honed and allow us to take down our prey. With a single shot.


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