It is once again the time of the year where we start to look ahead to the following year while reflecting on where we have been. This process helps me to re-evaluate my portfolio at aI am interested in small capitalized companies with a high optionality to the upside compared to the relative downside risk. I am grounded in a value based approach but will also explore special and short situations. I am a trained CPA and continue to practice in industry.Warning: my twitter account is very random but will have ...