Equity Research
From 2000-2020, I co-managed a short-biased hedge fund and a long/short strategy through separately managed accounts and a mutual fund . I also published short sell reports and forensic accounting newsletters.
Observations, opinions and insights on stocks, companies and the markets. Always flying reg flags – and a few green ones, too!
I talk about healthcare, usually talking a stance on companies and industries. Not financial advice.
Uncovering earnings manipulation and one-time benefits that Wall Street seldom talks about.
Value Investing, Life/Philosophy and Classical Music Explained