Jordan S. Terry is the Founder & Managing Director of Stone Street Advisors LLC. He has a BS in finance with minor coursework in engineering & entrepreneurship from Penn State, and an MBA from NYU Stern School of Business with concentrations in corporate finance and business law. He has work experience in corporate development, investment banking, operations, and investment research. His investing/analysis experience spans more than 10 years across virtually all industries and sectors. He has written about business, technology, innovation, policy and finance (both theory and practice) as well as industry- and firm-specific analysis since 2005. In 2011, Jordan founded Stone Street Advisors LLC, an investment research and consulting firm catering to investment funds and corporations. Stone Street's track record of picking both long and short ideas has significantly outperformed the S&P500 on both a absolute and relative basis (detailed information available upon request). He has written fairly extensively for The Atlantic, Forbes (where he has a column, "Fundamentally Speaking"), Zerohedge, Business Insider and other popular outlets, and his work has been highlighted by FT, WSJ, CNBC, NYT, The Globe & Mail, The Deal, and virtually every other major financial media outlet.
I invest (technically) part-time, but I love the markets and immerse myself in them daily. I enjoy writing about my investment ideas as it helps me to organize my thoughts and I am happy to share if it helps others. I invite criticism as it will help sharpen my ideas, so please tell me where, in your opinion, I am going wrong.
I have been dabbling in stocks, since my Father and Uncle hired me to do their daily stock entries. This was the days when investors transcribed daily price changes by 1/32 from the fine print at the back of the business section onto green gridded accounting logs.
I didn't have my own money to invest until after college, so I bought a few and largely forgot about them. By that time, online charting replaced the weekend work my Father did by hand from my entries into his log, I was living on my own in my own city. I wasn't around to learn stochastics from my Father, so I never got beyond a cursory understanding of the technical aspects of charting and reading trends. This is only one area in which I am getting a deeper understanding. Macro trends is another area, and reading between the lines of annual reports and quarterly statements is continually a new frontier.
I do not aspire to be a day-trader, as my Father was. An individual investor cannot typically compete with large fund investors. The insider knowledge, automated trading, ability to swing a trend with large volumes can overwhelm an individual investor who is trading strictly on technicals.
Instead, I have blended my Father's technical style with my Uncle's fundamental style. I choose investments based on a company's financial soundness, products' prospects, and fit with my ethical outlook. I buy, hold, and sell based on my improving use of technicals.
I do not participate in margins. The "puts" and "calls" seem too much like gambling, rather than investing in a business that is uniformly good for country, community, family, and my personal goals. Where I spend my dollar is as important as my democratic vote.
I cashed in most of my early stock investments, to buy a house with husband back in 1989 and later for a renovation, when our second child was born in 1995. Motherhood replaced many activities, including equity investments. We bought a few bonds instead and largely forgot about them. Luckily they all matured before 2009. Unfortunately, our money market and 401K accounts were devasted by the banking crash. In the midst of college for three, we are nearly back to our 1980's newly married square-one financial position. Thankfully, we never moved out of our first home. None the less, I have to do something big in the next 15 years. Otherwise, our retirement will be spent in a tent in one of children's backyard!
So I am finally taking investment seriously and into my own hands. I opened a Scottrade account--I can hear my Dad, "FINALLY." I will keep selected equities with Hilliard-Lyons, but the trading fees are too high to manage an aggressive growth portfolio. I am reading daily and have subscribed to a few newsletters/blogs. I have added release dates of reports and statements into my calendar--I can hear my Uncle, "It's about time."
Now I am on the hunt for an affordable robust charting app. Can anyone recommend one? Worden's Bros TC-2000 is great but cuts too deeply into profits for my portfolio at its current size.
25+ years experience as an investor. Fundamental, bottom-up approach, research-driven focus; buy / sell; value-oriented; special situations; catalyst investor; expertise in distressed company / bankruptcy analysis.
MBA University of Chicago, BA Management, AD Electronics
Retired Tech Industry Executive
Interests - Economics (Global, Macro, Micro), Technology
Investments - Large multinational stocks with dividend growth. Option trading using near-term covered calls and acquisitions using put options to amplify dividends. Occasional trades on equity holdings.
Investor with 10 years experience in the investment management community. My interests are mainly around innovation and technological disruption, but I allow myself to look into situations in other sectors.
Full-time investor. Formerly buy-side credit analyst (2yrs) covering Japanese + Asian companies. Before that, I was a cross asset derivatives salesperson at a large bulge-bracket firm, based in Tokyo (4yrs). I use Seeking Alpha to clarify and synthesize my investment thought process and to elicit feedback on my theses; additionally I like to connect with other investors and swap ideas.
You can read my finance-related blog at rapercapital.com (less organized than Seeking Alpha writeups, more my random musings on various finance-related topics).
Going forward I will try to tweet my investment-related thoughts/updates to articles/etc. You can follow me on Twitter, my handle is @puppyeh1
Always looking for new ideas across the board. Happy to exchange ideas/share thoughts/swap notes, feel free to private message me. I currently live in Singapore.