Jon Heller, CFA, CFP® is a 25 year veteran of the financial services industry, with a background in equity fundamental analysis and publishing. His focus is on discovering special deep value situations such as companies trading below their net current asset value, or NCAV, or situations where there are undiscovered and/or undervalued assets. He shares his research with others via his blog Cheap Stocks (http://stocksbelowncav.blogspot.com/) . He launched KEJ Financial Advisors, LLC (http://www.kejfinancial.com/), a fee-only financial planning firm in 2008. Jon has an MBA from Rider University, where he has been an adjunct faculty member, and a BA in Financial Planning/Economics from Grove City College.
Part-time investor, equity research, full-time civil engineer in San Francisco Bay area.
Interested in distressed securities, turnarounds, cyclicals, precious metals, value stocks, companies with no debt and current cash approximate market-cap (cigar buff investing).
Currently focusing on mining and retail sector.
Jon Stehlik is a Senior at Ripon College, and will be graduating in May 2018 with a Business Management Major and Environmental Biology Minor. He has recently founded the Ripon College Investment Club, which aims to educate students about the importance of investing throughout life. It also teaches investment basics, strategies, philosophies, and valuation techniques. Jon is an active value investor, and enjoys valuing various companies. He writes occasional equity research reports, which will be posted here, and encourages feedback. Jon is hoping to work as a buy/sell side analyst for a fund following graduation. He also dreams of someday launching a long/short equity hedge fund.
BS in Computer Science Technology from Central New England College of Technology
Masters in Business Administration from Boston College
Masters of Science in Finance from Boston College
JD from Suffolk University Law School (Note: I am NOT a lawyer.)
“The way to win is to work, work, work, work and hope to have a few insights.”
– Charlie Munger
“People err who think my art comes easily to me. I assure you, dear friend, nobody has devoted so much time and thought to compositions as I. There is not a famous master whose music I have not industriously studied through many times.”
- Wolfgang Amadeus Mozart
"It is better to be roughly right than precisely wrong."
- John Maynard Keynes
My time frame for looking at an investment would generally be between two to five years.