I am the head of research for DeepValueInsight.com. This blog is primarily focused on my approach to deep value and special situation investing. For more than a decade I have relentlessly searched for an edge that would help me consistently beat the market. Through a lot of hard work and trial and error – I believe I found it. This blog will cover step-by-step what I have learned and continue to learn in my quest to sharpen that edge.
I will try to cover all of the areas that I believe are required to be a successful deep value and special situations investor.
Including:
- Analyzing financial statements
- Valuation
- Deep Value
- Spin-offs
- Risk arbitrage
- Distressed securities
- Post-reorganization equities
- Activist investing
- Corporate governance
- Detecting creative accounting and fraud
- Short selling
- Specific industries
- Wall Street
- Behavioral finance