About Tales From The Future
My Approach To Finding Market Opportunities (Long/Short)
I usually do not engage in trading and myopic analysis (quarter by quarter, without looking at the big picture). I like to work with long-term scenarios and trends.
My focus (long) is on possible disruptions and growth opportunities in (consumer) technology and many related sectors. I look into value and contrarian ideas as well as emerging technologies and growth stocks worldwide.
I also perform analysis on the short side involving possible fraud, misconduct or systemic macro risks (short). More on this below.