Varadha is a self taught investor with a focus on small companies ignored by Mr. Market. He views investing as an intersection of economic incentives, psychological motivations and on-the-ground triangulation. He is a voracious reader and likes to read books on investing, science as well as fiction. He focuses on hypothesis that confluences several broad ranging factors and picks stocks that have an asymmetric risk-reward trade-off. He has done several sessions on forensics, triangulation, scuttlebutt and writes occasionally. Read more...