Picture of Brandon Beylo

Brandon Beylo

Brandon has been a professional investor focusing on value for over 13 years, spending his time in small to micro-cap companies, spin-offs, SPACs, and deep value liquidation situations. Over time, he’s developed a deeper understanding for what deep-value investing actually means, and refined his philosophy to include any business trading at a wild discount to what he thinks its worth in 3-5 years. Brandon has a tenacious passion for investing, broad-based learning, and business. He previously worked for several leading investment firms before joining the team at Macro Ops. He lives by the famous Munger mantra of trying to get a little smarter each day. You can find out more about Alex on his LinkedIn account here and also find him on Twitter where he frequently shares his market research.

Author: Brandon Beylo

Quick-Take: Altisource Portfolio Solutions (ASPS)

Business Description: Altisource Portfolio Solutions S.A. operates as an integrated service provider and marketplace for …

Crisis Investing, Value vs. Growth, and Chapter 11 Bankruptcies

As always, hope you had a great week. I got to spend the weekend at …

Stocks That Don’t Screen Well: Why It Happens & How To Find Them

I like fishing. It takes my mind off markets and gets me out in nature. …

Episode 25: How To Create Your Own Float w/ Kirk Du Plessis, OptionAlpha

Can’t believe we’ve made it 25 episodes! We couldn’t have done it without our AMAZING …

Carvana, Peloton & A Cheap Portuguese Company

Hope you had a great week and weekend. Golf courses in MD finally opened up. …

Herd Behavior and Investing: The Solomon Asch Experiment

Herd mentality, as defined by Herbet Simon in the journal article The Concept of Herd …

Mechanical Technologies (MKTY): $6M Company Secures $3.3M Purchase Order

MTI Instruments (MKTY) is a supplier of precision linear displacement solutions, vibration measurement and system …

Episode 24: More Than Shipping Stocks w/ Harris Kupperman, Praetorian Capital

I’m thrilled to bring you Episode 24, my chat with Harris Kupperman (aka Kuppy) of …

More Letters From Your Favorite Investors #2

If you’re like me, you missed Berkshire Hathaway’s annual shareholders cult-gathering meeting. The weather was …

Episode 23: Managing Through A Crisis w/ Bill Brewster, SCG Capital

Today’s guest is Bill Brewster. Bill is the founder and portfolio manager of Sullimar Capital …

A Masterclass From Bernard Arnault’s Business Strategy

Bernard Arnault is the richest man alive. You wouldn’t know it since he shuns the …

More Letters From Your Favorite Investors

We hope you and your family are safe and healthy during this COVID-19 season. Many …

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Brandon Beylo

Value Investor

Brandon has been a professional investor focusing on value for over 13 years, spending his time in small to micro-cap companies, spin-offs, SPACs, and deep value liquidation situations. Over time, he’s developed a deeper understanding for what deep-value investing actually means, and refined his philosophy to include any business trading at a wild discount to what he thinks its worth in 3-5 years.

Brandon has a tenacious passion for investing, broad-based learning, and business. He previously worked for several leading investment firms before joining the team at Macro Ops. He lives by the famous Munger mantra of trying to get a little smarter each day.

AK

Investing & Personal Finance

AK is the founder of Macro Ops and the host of Fallible.

He started out in corporate economics for a Fortune 50 company before moving to a long/short equity investment firm.

With Macro Ops focused primarily on institutional clients, AK moved to servicing new investors just starting their journey. He takes the professional research and education produced at Macro Ops and breaks it down for beginners. The goal is to help clients find the best solution for their investing needs through effective education.

Tyler Kling

Volatility & Options Trader

Former trade desk manager at $100+ million family office where he oversaw multiple traders and helped develop cutting edge quantitative strategies in the derivatives market.

He worked as a consultant to the family office’s in-house fund of funds in the areas of portfolio manager evaluation and capital allocation.

Certified in Quantitative Finance from the Fitch Learning Center in London, England where he studied under famous quants such as Paul Wilmott.

Alex Barrow

Macro Trader

Founder and head macro trader at Macro Ops. Alex joined the US Marine Corps on his 18th birthday just one month after the 9/11 terrorist attacks. He subsequently spent a decade in the military. Serving in various capacities from scout sniper to interrogator and counterintelligence specialist. Following his military service, he worked as a contract intelligence professional for a number of US agencies (from the DIA to FBI) with a focus on counterintelligence and terrorist financing. He also spent time consulting for a tech company that specialized in building analytic software for finance and intelligence analysis.

After leaving the field of intelligence he went to work at a global macro hedge fund. He’s been professionally involved in markets since 2005, has consulted with a number of the leading names in the hedge fund space, and now manages his own family office while running Macro Ops. He’s published over 300 white papers on complex financial and macroeconomic topics, writes regularly about investment/market trends, and frequently speaks at conferences on trading and investing.

Macro Ops is a market research firm geared toward professional and experienced retail traders and investors. Macro Ops’ research has been featured in Forbes, Marketwatch, Business Insider, and Real Vision as well as a number of other leading publications.

You can find out more about Alex on his LinkedIn account here and also find him on Twitter where he frequently shares his market research.