Redfern Research looks for value. We are not limited to one sector or area of expertise, although we prefer to evaluate according to simple metrics: Can the business be understood and not be too complex? Is there a reason it is trading at a significant discount? Will the company generate reasonable demand for its stock in the short or medium term? Most of the reading, notes, and theses are rough notes. Writing them down and sharing them allows for further analysis and scrutiny.We do not trade often but prefer to look for medium-term value where equities are depressed for a particular reason or have somehow fallen out of favor. These are also the most interesting cases to read about or dissect. They offer…