I am a long term, fundamentals-focused investor. My investing approach is grounded in understanding a business’ competitive differentiation and its long-term earnings power. I tend to favor businesses that are quietly exceptional: those that win through superior business attributes, not hype. However, at the same time I also believe that mediocre businesses can be good investments at the right price, especially when investor expectations are overly pessimistic. Lastly, I let volatility work for me, enabling me to be choosy with entry points. I have spent my career analyzing public equities across the global consumer landscape, from large cap staples to emerging lifestyle brands. My background includes several years of experience in equity research on both the buy side and sell side and a BBA from a leading U.S. business school. Through Turtle Bay Research, I aim to share thoughtful, thesis-driven analysis that blends financial rigor with an understanding of how businesses compete and generate superior returns for their investors. I write on Seeking Alpha to share my thoughts, test ideas in the open, and connect with other investors. Expect to see coverage focused on consumer products, retail, food & beverage, leisure, media, and industrials mostly through a long term lens.
Analyst’s Disclosure:I/we have a beneficial long position in the shares of LOVE, ARHS, HVT 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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