
Tom Jacobs in an Investment Advisor managing individual accounts with Dallas's Echelon Investment Management, and co-author of What's Behind the Numbers? A Guide to Exposing Financial Chicanery and Avoiding Huge Losses in Your Portfolio (McGraw-Hill, 2012). He has been ... more
Tom Jacobs in an Investment Advisor managing individual accounts with Dallas's Echelon Investment Management, and co-author of What's Behind the Numbers? A Guide to Exposing Financial Chicanery and Avoiding Huge Losses in Your Portfolio (McGraw-Hill, 2012). He has been investing since 1968, when he and his father bought two shares of Ford.
Mindful of his Depression-era parents' stories, Tom practices value investing. Though he covers the range from deep value to special situations, he concentrates on shareholder yield. Nothing makes him giddier than a company offering the dividend-buyback-debt paydown virtuous cycle.
A graduate of Cornell University and the University of Chicago Law School, Tom is proof that the worst intentions survive the best institutions. He lives with his future husband in Marfa, TX, where he volunteers teaching personal finance and is a Rotarian.
AAPL | Apple Inc. |
AMZN | Amazon.com Inc. |
C | Citigroup Inc. |
CBB | Cincinnati Bell Inc. |
CFFN | Capitol Federal Financial |
CORR | CorEnergy Infrastructure Trust, Inc. |
EPZM | Epizyme |
FFNW | First Financial Northwest Inc. |
GM | General Motors Company |
GOOG | Alphabet Inc. (Google) |
GOOGL | Google (A shares) |
HDGE | AdvisorShares Active Bear ETF |
JPM | JPMorgan Chase & Co. |
KFS | Kingsway Financial Services Inc |
KNL | Knoll Inc. |
META | Meta Platforms, Inc. (Formerly Facebook, Now META)) |
MSFT | Microsoft Corporation |
NAVI | Navient Corp. |
NFLX | Netflix Inc. |
NNN | National Retail Properties Inc. |
NRF | Northstar Realty Finance Corp. |
NSAM | Northstar Asset Management Group Inc. |
SHLD | Sears Holdings Corporation |
SHOS | Sears Hometown and Outlet Stores Inc |
TFSL | TFS Financial Corporation |
TWTR | Twitter Inc |
WMT | Wal-Mart Stores Inc. |
YHOO | Yahoo! Inc. |
Investment Advisor and Portfolio Manager, Individual Client Accounts | |
Echelon Investment Management, Dallas | |
November 2013 - Present (9 years 5 months) |
Managing Partner | |
The Marfa Group | |
2012 - Present (11 years 3 months) |
Managing Partner | |
Complete Growth Investor, LLC | |
January 2004 - Present (19 years 5 months) | |
Holding company for investments in management entities of investment funds; investing and personal finance website; misc. other investments. |
Advisor and Portfolio Manager, Motley Fool Special Ops | |
The Motley Fool | |
January 2010 - December 2014 (5 years) | |
Advisor and Portfolio Manager |
University of Chicago Law School | |
JD, Law | |
1984 / 1987 | |
Law |
Cornell University | |
BA, MAT | |
1973 / 1978 | |
English, English Education |
What's Behind the Numbers?: A Guide to Exposing Financial Chicanery and Avoiding Huge Losses in Your Portfolio | |
Tom Jacobs and John Del Vecchio | |
McGraw-Hill Education | |
10/10/2012 | |
Companies are under more pressure than ever to “beat by a penny,” but you don’t need to be a forensic accountant to uncover where the spin ends and the truth begins. With the help of a powerhouse team of authors, you can avoid losing a chunk of your portfolio when the next overhyped growth stock fails by knowing What’s Behind the Numbers? Investing experts John Del Vecchio and Tom Jacobs mix a potent combination of earnings quality analysis, long-side investing, and short-side portfolio risk management to help you create a long-short portfolio with less volatility and greater returns, while avoiding landmine stocks that will blow a hole in your financial security. |
Latest Comments
Market Jitters? Here's How To Sleep At Night
Thank you Marcy! My firm will let me use large well-known companies as examples and I will do so from here forward. Please excuse this oversight. As a former teacher, I know the value of real-life examples.
China On Margin
Thank you George. I'm a former high school teacher so I like to try to do this. I appreciate your comment.