I am a private, long-term individual investor with more than 10 years of experience in the equity markets. Over that time I have developed a fundamentally driven, value-oriented approach with a particular interest in companies that are either undervalued or at an inflection point where a turnaround is possible. I spend most of my time looking for situations where market sentiment is overly pessimistic relative to a company’s underlying fundamentals and long-term prospects. For example i initiated positions shortly before meaningful positive re-ratings and fundamental turnarounds for JAMF and Unity Software. I am not a professional fund manager and do not work in the financial industry; I write purely from the perspective of an engaged, research-driven retail shareholder. My educational and professional background is outside of formal finance, which I see as an advantage: it forces me to explain my theses in clear, practical language instead of relying on jargon. My motivation for writing on Seeking Alpha is to share my investment theses, stress-test my ideas with a broader audience and contribute to a serious, data-driven discussion around businesses I follow closely. I hope my work can be useful to other investors who are interested in deep dives on valuation. The views I express are my own as an individual shareholder and do not constitute investment advice.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of SPT 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. I have no business relationship with any company whose stock is mentioned in this article.
The views expressed are my own as an individual shareholder and do not constitute investment advice. Investors should do their own research and consider their own risk tolerance before making any investment decisions.
Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.