The Business Brew22 Tammi 2021

Jen Ross - Always Questioning the Narrative

The Business Brew is joined by Jen Ross this week. Jen was a professional short seller. Consequently, she has a unique perspective. It took Bill a while to understand the role of short selling in a portfolio but Jen’s comment about the need (or lack thereof) to hedge a quality equity portfolio really helped Bill understand what risks to think about hedging via short selling.

Her Bio very unique:

Jennifer L. Ross has more than 20 years of engineering and financial experience. She is a principal engineer in Launch and Enterprise Operations at The Aerospace Corporation.

Prior to joining Aerospace, Ross held management and executive positions in the areas of material science and manufacturing, process engineering, and financial analysis. Her focus is analyzing the space industrial base and helping space startups conduct business with the U.S. Space Force.

Ross transitioned from engineering to management consulting and finance in 2007. She spent five years as vice president of a public finance management and municipal bond firm. She later joined a hedge fund as an equity short seller/research analyst, analyzing corporate financials of publicly traded companies and predicting the probability of financial failure for those businesses. Ross joined Aerospace in 2015 when she saw the opportunity to combine her passions for both engineering and financial analysis.

Tämä jakso on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi jakso saattaa sisältää mainontaa.

Jaksot(202)

Steve Hou - Data Over Narrative

Steve Hou, Head of Research at Silicon Data, stops by to discuss solving problems associated with AI capex financing. Silicon Data provides users with a number of indices and data sets tracking everyt...

23 Syys 1h 16min

Another Cyclical Masterclass with Robotti & Company

Bob Robotti stops by for a follow up episode. David Kessler, Portfolio Manager and Securities Analyst at Robotti & Company, is in the room with Bob to provide some additional analytical firepower. Thi...

27 Elo 1h 38min

Another FDA vs uniQure Episode

Peter Mantas returns to the show. This is a follow up episode to the episode discussing uniQure. It's timely given the amount of media attention Marty Makary is getting; in part because of uniQure. De...

7 Touko 1h 20min

Revisiting Fairfax Financial

Charles Frischer and Asheef Lalani stop by The Business Brew to update the listeners on Fairfax Financial. They originally came on the program on 7/20/2023 when the stock was quite unloved. Bill asked...

30 Huhti 1h 31min

Evan Tindell

Evan Tindell, CIO at Bireme Capital, returns to The Brew for a laid back conversation. The impetus for the conversation is Evan's Q4 letter. A year ago Evan came on the show to educate people about ...

24 Huhti 1h 37min

Sonu Chawla - Managing Mid Cap Exposure - $TSCM

Sonu Chawla of Times Square Capital Management shares her investment philosophy, focusing on growth with a conscience, valuation discipline, and management assessment. Stocks discussed include Argenx,...

26 Maalis 1h 12min

Notes From The Beauty Contest

@crashkolnikov on X, and author of Notes From The Beauty Contest Substack, joins the show. Notes From The Beauty Contest is a long form Substack that focuses on stocks that are somewhat under covered ...

21 Maalis 1h 51min

Current Events - uniQure and the FDA

uniQure is a business that develops gene therapies. uniQure's AMT-130 is currently in the headlines. This podcast episode attempts to present the Huntington's Disease community's arguments for why the...

6 Maalis 1h 35min