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.
Retired founder and P.M. of a small hedge fund family. Named "Best of the Web" Stock Picker 2005 by Forbes. Both of my funds in 2008 returned double digit positive results. Retired in 2009 to the beach. Freelance writer on Global Macro markets.