Seeking Alphaยท2025-10-16 20:47Core Insights - The article introduces a new contributing analyst from Kaavish Capital, emphasizing the opportunity for others to share investment ideas and gain exposure through Seeking Alpha [1] Analyst Background - The analyst holds an MBA from Oxford and has over 15 years of experience in supply chain and data analytics, starting to invest during the COVID lockdowns in 2020 [2] - The analyst has consistently outperformed the market over the past three years, leading to a decision to pursue investing full-time [2] - Influences from legendary investors include a preference for great companies at fair prices, separating troubled companies from troubled industries, and the importance of thorough business understanding [2] Investment Approach - The analyst focuses on industries with a comprehensive understanding of the ecosystem, including suppliers, customers, regulation, and technology [2] - A scenario-based approach is used to manage uncertainty and derive probability-weighted valuations [2] - The analyst explores overlooked sectors where sentiment is negative but fundamentals suggest potential recovery, identifying interesting investment opportunities [2]