Jason Merriam
Jason Merriam
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Jason Merriam
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ABOUT
Jason Merriam is publisher and editor of the Merriam Report providing innovative financial analysis based on dual cash-flow, accruals and capital productivity methodologies. An active investor for 35 years, he is also founder and president of Merriam Investor Services since 1990. MIS offers portfolio analysis and investment research services to institutional and retail investor clients.
Prior to MIS, Jason was managing partner for Beach and Sea Group, a San Diego based investment LP. Merriam studied corporate finance and accounting with Robert J. Westervelt, retired senior VP of Finance at Warner Lambert and Pfizer.
As Mr. Westervelt's intern, Jason assisted and was responsible for financial statement ...More analysis, evaluation of earnings-quality, credit/liquidity/dividend assessment, etc. This opportunity allowed Jason to advance his research of the novel dual cash-flow methodology (based on the pioneering work of Harry Ernst and Jeffrey Fotta in the 1990's).
Jason has 22 years experience in active portfolio management and asset allocation. Media appearances include: CNBC, MarketWatch, New York Times and San Diego Union Tribune. Visit his blog: www.merriamreport.blogspot.com
Prior to MIS, Jason was managing partner for Beach and Sea Group, a San Diego based investment LP. Merriam studied corporate finance and accounting with Robert J. Westervelt, retired senior VP of Finance at Warner Lambert and Pfizer.
As Mr. Westervelt's intern, Jason assisted and was responsible for financial statement ...More analysis, evaluation of earnings-quality, credit/liquidity/dividend assessment, etc. This opportunity allowed Jason to advance his research of the novel dual cash-flow methodology (based on the pioneering work of Harry Ernst and Jeffrey Fotta in the 1990's).
Jason has 22 years experience in active portfolio management and asset allocation. Media appearances include: CNBC, MarketWatch, New York Times and San Diego Union Tribune. Visit his blog: www.merriamreport.blogspot.com
SNAPSHOT
- Description: Independent / boutique research firm analyst. Trading frequency: Daily
- Interests: Bonds, Dividend stock ideas & income, ETFs, Foreign stocks, Stocks - long, Stocks - short, Tech stocks
COMPANY
Merriam Report Investment Research The Merriam Report provides quality-of-earnings research and analysis based on a unique combination of the "Dual Cash-Flow" methodology and accrual analysis.
Our highy accurate and often predictive analysis employs non-traditional techniques to detect and compare accounting changes used by companies in ...More
building their earnings statement.
This innovative analysis helps to identify and determine whether earnings are a result of actual operations or engineered with balance sheet maneuvers.
We believe cash-flow provides the best indication of a company's financial health and more importantly, the quality of their earnings. Cash-flow is the oil in a company's engine!
BLOG
Merriam Investment Report
Merriam Report blog is where you will find discussions on a variety of investment and political issues that we believe are relevant to todays complicated world.We update the blog as time allows so check back often for updates. You will also find news of upcoming or new Merriam Report Investment Research ...More
products and services available at our main website.Occasionally, we go off topic and spice things up a bit with satire, cultural and social observations.
Book
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