Tuesday, September 29, 2015 6:41 AM EDT
How can we help young people save and invest, when they are hard-wired for risk and immediate return?
Investment Advisor and Portfolio Manager, Individual Client Accounts
Contributor's Links:
Huckleberry Capital Management Echelon
TWEETS
PERSONAL BLOG
There are always companies gaming revenue to satisfy Street expectations. I learned young in an earlier tech boom.
Work Experience
| Investment Advisor and Portfolio Manager, Individual Client Accounts | |
| Echelon Investment Management, Dallas | |
| November 2013 - Present (8 years 1 month) |
| Managing Partner | |
| The Marfa Group | |
| 2012 - Present (9 years 11 months) |
| Managing Partner | |
| Complete Growth Investor, LLC | |
| January 2004 - Present (18 years 1 month) | |
|
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 |
Publications
| 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.