I am a value investor with focus on special situations and small-cap companies. Most of the time, I write about long ideas either ones I’m already invested in or keeping an eye on until I feel confident enough to jump in. I don’t write just to have something new out there; if an idea doesn’t feel strong enough, I’m okay with walking away from it, even if I’ve already spent a lot of time digging into it.My background is in engineering, but I got into value investing after listening to the “Parsezani dar Baza ...