My handle is the Michigan Value Investor, but everyone calls me MVI. I have a PhD in theoretical physics from UC Berkeley and worked briefly in the field before switching my interests to investing. I worked as an analyst at a billion dollar fund for several years before starting my own very small fund in 2009. During this time I have developed a group of stocks that I understand well, and I have excellent relations with management in many cases. This long standing familiarity with a select group of companie ...