Equity Investor

Andreas Schulz has managed equity portfolios since 1998. He currently runs a family office.  Previously he spent nine years at Goldman Sachs, among them five years in its Principal Strategies group, followed by more than five years at Ellington Management Group as managing director and head ... more

ALL CONTRIBUTIONS

EC Why Regulators Might Welcome A T-Mobile US – Sprint Merger
The US wireless industry has become structurally more competitive in recent years, making consumer harm from a merger unlikely. But a merger could meaningfully benefit consumers by increasing competition in the pay TV and broadband internet markets.
Read
Melco Resorts & Entertainment – Time To Cash In Your Chips
We believe it is time for investors to take profits in MLCO – we are closing out our bullish call from late February and are moving to a neutral stance. While we expect the company to post strong results, future outperformance is far less clear.
Read

STOCKS I FOLLOW

TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

Education

Publications