Unbiased and straightforward financial analysis. Lifelong learner with a passion for making financial analysis approachable and comprehensive. Georgetown University Graduate | 2016 BSBA in Finance | Robert E. McDonough School of Business Provider of concierge education services via personal upcoming partnership. Please feel free to contact me with any questions or concerns at firstname.lastname@example.org.
James J. Angel, Ph.D., CFA
James J. Angel is a visiting associate professor at The Wharton School of the University of Pennsylvania where he teaches Capital Markets. He will return to his permanent position at Georgetown University in 2014. Jim served on the board of directors of the Direct Edge Stock Exchange and is a former Visiting Academic Fellow at the NASD. He has testified five times before Congress, and is a co-inventor of 11 patents on financial technology. He has also been quoted numerous times in the media and appeared on CNN, CNBC, Jim Lehrer News Hour and the Jay Leno Show, among others. Jim’s hobby is to visit stock exchanges ( -- he has visited over 70 of them around the world --) and to visit trading desks. Jim earned his B.S. in engineering from Caltech, his MBA from Harvard Business School, and his Ph.D. from U.C. Berkeley. He is also a Chartered Financial Analyst. You can follow him on twitter at #GUFinProf.
I am interested in small capitalized companies with a high optionality to the upside compared to the relative downside risk. I am grounded in a value based approach but will also explore special situations. I am a trained CPA and continue to practice in industry.
Warning: my twitter account is very random but will have a lot of economic and business items sprinkled with Green Bay Packer comments.
Ian’s Insider Corner research focuses primarily on long-term dividend-paying companies with stable and reliable growth, stocks suitable for individual retirement accounts. Ian also looks for “niche” shorter-term trading opportunities, and coverage. During the 3-years Ian worked at Kerrisdale Capital, the New York-based activist hedge fund had great success exposing fraudulent companies. Kerrisdale Capital returned almost 200% in 2011, and more than 300% in total. Ian Bezek offers in-depth coverage of all the stocks in his “IMF” portfolio.