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Author Profile:
My name is Ben C. and I am a generalist equity research analyst for Right Wall Capital. Right Wall is a small, long-short equity, financials-focused hedge fund located in New York City. Prior to working at Right Wall I worked as an analyst at Blue Ram Capital, another long-short equity hedge fund located in Rye Brook, NY. Even though I am a generalist, I have an expertise in regional banks and am developing a deep understanding of asset managers as well as re-insurers. I also have many years of commercial real estate experience, a fact that I believe gives me a unique perspective on the current real estate crisis.
I have a BS in Economics from the Wharton School of Business at the University of Pennsylvania. I plan to attend the Anderson School of Business at the University Of California- Los Angeles in the Fall of 2009. I am also a member of the Sum Zero Network and the Wharton Hedge Fund Network.
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A Sobering Dose of Reality from Economist Steve Keen
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Are We on the Road to Serfdom?
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The Investment Case for Zimbabwe & Other Links
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A Set of Unusually Cheery Links
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Theme of the week: unintended consequences
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What you may have missed last week
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The Enduring Impact of the Financial Crisis
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Best reads of the week that was
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Insightful Weekend Reading
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Fantastic weekend reading
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The Investment Case & Valuation for Altisource (ASPS)
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Spend your weekend reading
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Putting to Rest the Myths about Consumption
Sep. 09, 2009, by Inoculated Investor
Stocks: JACK,
SWY,
SZK,
PEJ,
CCL,
DRI,
CAKE,
PEZ,
RL,
BBBY,
GAP,
SBUX,
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Interview with an Aspiring Value Investor
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Reads for the weekend
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Two Reasons to Worry about the Future of America
Aug. 27, 2009, by Inoculated Investor
Stocks: SNE,
APOL,
IHF,
IHI,
IHE,
SI,
ABB,
STRA,
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Trends and Themes as Reflected by Funds' 13F Filings
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Lots of reading and viewing for the weekend
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Is John Paulson Seriously Bullish About Bank of America, Capital One Financial, Fifth Third Bancorp, First Horizon National, JP Morgan Chase, etc.
Aug. 14, 2009, by Inoculated Investor
Stocks: BAC,
COF,
FITB,
FHN,
JPM,
MI,
PBCT,
RF,
STI,
Gurus: John Paulson,
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The Inoculated Investor's Links
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The Appropriate Sports Metaphor for the State of the US Economy
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Inoculated Investor: Weekend Reading and Listening
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In Defense of the Oracle
Aug. 06, 2009, by Inoculated Investor
Stocks: BRK-B,
GS,
WFC,
WPO,
AXP,
MCO,
GE,
Gurus: Warren Buffett,
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Why Confirmation Bias is so Tough to Counteract
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Marks and Klarman Join Together to Rescue CIT Group Inc.
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My Case on IPC Holdings (IPCR) is Validated By Warren Buffett
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Why You Should Pay No Attention to Consensus Estimates (Example: Fairfield Semiconductor)
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Beware of the Dreaded Anchoring Bias (Citigroup Inc. as an Example)
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The Case for Consumer Protection
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Investment Opportunities In Deal Talks Between IPC Holdings (IPCR), Max Capital (MXGL) and Validus Holdings (VR)
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The Official End to the Bear Market Rally
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American Investors Should Listen to Their Elders
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P&C Insurers: A Sector Left Behind By the Rally
Jun. 05, 2009, by Inoculated Investor
Stocks: AHL,
MKL,
FFH,
AXP,
M,
SLG,
KO,
PG,
MET,
Gurus: Tom Gayner,
Prem Watsa,
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A Way to Be Proactive Even If You Missed the Rally
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Krugman versus Johnson: The Inflation-Deflation Debate
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The Banks Just Don't Get It
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Markel Corp's Tom Gayner Comments on AIG and The Coca Cola Company
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How did the investment gurus position themselves during Q1 2009?
May. 18, 2009, by Inoculated Investor
Stocks: FMX,
SLM,
TDC,
OTTR,
TGT,
TCW,
TUX,
TOH,
Gurus: Bill Ackman,
Mohnish Pabrai,
John Paulson,
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Berkshire Hathaway 2009 Annual Meeting Notes: Wells Fargo, Moody’s, US Bancorp, Washington Post, Bank of America, GE and Goldman Sachs
May. 16, 2009, by Inoculated Investor
Stocks: BRK-B,
WFC,
MCO,
USB,
GS,
GE,
BAC,
WPO,
BRK-B,
Gurus: Warren Buffett,
Charlie Munger,
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In Annual Meeting, Markel and Gayer Discuss: Brookfield Asset Management, Fannie Mae, Freddie Mac, Berkshire Hathaway, AIG, General Electric, and Diageo
May. 16, 2009, by Inoculated Investor
Stocks: MKL,
AIG,
BAM,
FRE,
FNM,
BRK-A,
BRK-B,
DEO,
Gurus: Tom Gayner,
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