Theory Archives | Macro Ops: Unparalleled Investing Research

KKR, MCFT & CLCT/NLAB Saga w/ Yaron Naymark

January 15, 2021 by Brandon Beylo

Yaron Naymark is the founder and portfolio manager of 1 Main Capital. On his website, Yaron “makes concentrated investments…

January 8, 2021 by Alex Barrow

To others, being wrong is a source of shame; to me, recognizing my mistakes is a source of pride. Once…

January 8, 2021 by Brandon Beylo

Lawrence Hamtil is a sixteen-year veteran of the financial services industry, having served clients in all aspects of the…

January 1, 2021 by Brandon Beylo

Michael Batnick is the author of Irrelevant Investor, Director of Research at Ritholz Wealth Management, and co-host of the Animal…

December 25, 2020 by Brandon Beylo

Shomik Ghosh is a principal at Boldstart VC by day and resident Enterprise Software savant by night. Shomik’s job at Boldstart VC…

December 18, 2020 by Brandon Beylo

Jamie Catherwood is a Client Portfolio Associate at O’Shaughnessy Asset Management. He’s also the founder of Investor Amnesia. Investor Amnesia…

December 11, 2020 by Brandon Beylo

Packy McCormick is the founder and creator of The Not Boring Newsletter and Not Boring Syndicate. What started as…

December 4, 2020 by Brandon Beylo

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They’re constantly releasing new…

November 27, 2020 by Brandon Beylo

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They’re constantly releasing new updates…

November 20, 2020 by Brandon Beylo

This episode is brought to you by TIKR. Join the free beta today at TIKR.com/hive. They’re constantly releasing new updates…