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

Jakob Fugger: Timeless Investing Lessons From The World’s Richest Man

“Through a combination of businesses in precious metals, goods and financing, he was able to …

Episode 12: Building A Great Product w/ Robert Koyfman, Founder of Koyfin.com

Rob Koyfman is the founder and CEO of Koyfin.com. Rob has a tremendous background in …

Ackman Nets 50%, More Investor Letters & Housel’s Latest Long-Form

Hope you’ve had a great week so far! Lots going on in the value corners …

Illiquid Stocks: The Good, The Bad and The Ugly

Illiquid stocks are the last frontier for investors seeking an informational edge. It’s the wild …

Episode 11 – Long-Term & Differentiated Thinking with Clifford Sosin, CAS Investment Partners

Clifford Sosin runs CAS Investment Partners. The fund is a value oriented partnership focusing on …

More Ideas From Your Favorite Value Investor Letters

After a brief stint of daily content, I’m back with your weekly favorites. From here …

Sneak Peak at Second Deep Value Polish Play

Yesterday we discussed the first of two Polish stocks I’m covering in February’s Value Ventures. …

Bill Miller’s Value Investing Strategy Explained

Bill Miller is a melting pot of value investing icons There’s no better description than …

Sneak Peak at First Deep Value Polish Play

We’ve spent the last two days discussing where we’re looking for deep value plays and …

Episode 10: Tier-1 Micro Caps with Maj Soueidan of GeoInvesting.com

Maj Soueidan is the Co-Founder of GeoInvesting.com. GeoInvesting navigates investment risk by interviewing company management, …

Boring Businesses In Overlooked Areas: The Holy Grail of Deep Value Investing

Yesterday we discussed where we’re looking for deep value investments: Poland. Today, we’re fleshing out …

Charlie Munger’s ‘Fish Where The Fish Are’ Applied To Poland Equity Research

It’s been a couple rough trading days for US equities. But fear not, there’s other …

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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.