The presenter discusses a value investing approach, highlighting stocks he owns that the market is ignoring. Stocks such as, LUV, ADBE, PYPL are analyzed with emphasis on revenue and profit with 10 years analysis period. The presenter mentions 5 principle rules for investing, first, think like an investor, not a speculator, second, make every investment based on future cash flow, third, every company must be in your circle of influence and you can understand it, fourth, In the short run Stocks are a voting machine in the long run there are weighing machine, fifth, the presenter emphasize that is important is not to overpay for a Investment. The market is predictably unpredictable. The analyst emphasizes a focus on logic, patience and discipline. Target stock prices for LUV, ADBE and PYPL are mentioned with a long time frame.