Value-oriented ideas and special situations, generally mid/small cap. Also, orphaned and unfashionable investment ideas, ideally with a catalyst and the prospect of asymmetric upside/downside payoffs. Contrarian tendencies. To some extent I'll go anywhere if it's cheap and I'm more influenced by momentum and quality than I used to be. Analyst's Disclosure: I/we have a beneficial long position in the shares of CURI either through stock ownership, options, or other derivatives. I wrote this article myself, an ...