Today, I have the pleasure to publish an interview with Iiro Varhia, a private finnish investor I got to know through Twitter (@artifex1986). He’s been investing for 15 years now, and runs a private research newsletter called Macrosleuth in which he aims to find well-researched profitable investment opportunities for his subscribers.
His strategy combines several different investment styles and approaches: top-down global macro analysis, bottom-up fundamental analysis for the stock picking and also pays attention to technical/chartist aspects as well as sentiment factors. Contrary to the current market trends, he stays away from “Quality” companies