Managing Director, Stone Street Advisors LLC. Fundamental value equity research/analysis for institutional investors, HNWs, consultants. Born skeptic. Ex-credit IB'er, corp dev, Stern MBA'er, Long time horizon ideas.
Mercenary Trader: Timely market commentary, valuable resources for current and aspiring money managers, high quality free materials on the theory and practice of trading, and more. "Be loyal to your friends, not your trades."