Editor's note: Seeking Alpha is proud to welcome Jonah Crema as a new contributing analyst. You can become one too! Share your best investment idea by submitting your article for review to our editors. Get published, earn money, and unlock exclusive SA Premium access.I take a long-term, top-down approach to investing, starting with macro and secular trends. I focus on durable themes shaping the future and drill down to industries and companies with strong fundamentals, proven management, and attractive valu ...