Eddie is a long-term value investor. He does not constrain his investment style, as he believes it may limit investment opportunities. He looks for extremely cheap companies, relative to their future cash flows, that are either hated or ignored by the market. He looks for situations where there may be forced selling, causing the share price to dip below the intrinsic value of the company.

His influences include Ben Graham, Henry Hazlitt, Seth Klarman, Mike Blitzer, Guy Shannon, and the posters on COBF.

Current Portfolio: