invest like a pro

Marcin started his investment career in 1982 as a retail stockbroker where he discovered a yen for deep value and low p/e investments.
In 1988, he performed original research on the price/sales ratio valuation for individual companies as well as market Indices. His formal, and extremely challenging investment new buy formula makes extensive use of this valuation parameter.
He has worked as analyst, portfolio manager, and published investment related articles for TheStreet.com, Wall Street Allstars, and been cited or contributed to stories in Barron’s and The Wall Street Journal.
Robert graduated from Dartmouth College, lives in Flourtown Pennsylvania where he fly fishes, follows the Philadelphia Flyers hockey team, and reads annual reports for pleasure.

Meet Bob Morris, our quietly tenacious energy sector expert. With 30 plus years within and covering the energy industry for Paine Webber, Citi, and BoA, Bob is the goto source for an insightful and experienced view on how and where to invest in energy.
Bob graduated from Colorado School of Mines with a BS in Chemical & Petroleum Refining Engineering and started his career as a project engineer for Mobil Oil. He went on to excel as an equity analyst and portfolio manager. He is also a graduate from the Harvard Business School.
Bob balances his passion for investing with a passion for sports card collecting, discreetly shared on Instagram, and long-distance running.

Most well-known as the co-creator of the iconic Beats by Dr. Dre headphones, Steve Lamar has been a prominent figure in investing and entrepreneurship his entire career.
Steven was also president of the audio technology company SLS International, Ltd. which he took from the pink sheets to the American Stock Exchange, launched SLS’s first consumer products in partnership with Quincy Jones and secured product placement for SLS products with Mark Burnett Productions on the TV series Rock Star: INXS and the Apprentice.
In addition to being the co-founder of Wall Street Beats, Steven is a partner at fintech companies – 42 Macro, a global macro investment research provider; Longbow Trade Signals, a stock trading signaling platform; and Options Insight, an educational based options trading service.
His philanthropic support for Stand Up To Cancer and F-Cancer hold deep personal significance and embodies his spirit of resilience and innovation. Steven is a devoted husband and father of six and proud fractional owner of the undefeated 2022 Breeder’s Cup winner, Flightline.

Key calls in his career:

‍
- The first Buy on Allergan when David Pyott took over (a >10x return)
- Lead analyst on Alcon IPO (>5x)
- Sole analyst with Sell ratings on Elan, Biovail, and Valeant. In case you didn’t know, these are among the three most prominent stock collapses in the healthcare history.
‍

David Maris has been recognized for his accuracy and foresight his entire career. He has been featured on CNBC, The Wall Street Journal, The New York Times, STAT, Bloomberg, CBS Evening News, NBC Nightly News, Good Morning America, Smart Money (“Five Honest Analysts”), The Financial Times, The Los Angeles Times, and The Economist.

Everyone in retail has an origin story, Macke’s is one of legend. Founded MAM after getting his MBA from Stanford. Wrote for TheStreet.com/ RealMoney, Minyanville, YahooFinance. Founding cast member of CNBC’s Fast Money, anchor on YahooFinance. Co-authored Clash of the Financial Pundits with Josh Brown.
“I just re-channel the energy where it’s most needed. Right now, today, is the best time ever to be bringing bespoke financial advice and insights to a more informed audience” -- Macke
Jeff invests long/short in consumer-facing names, trading opportunistically around themes and trends. Jeff’s father spent his whole career at Target, retiring in 1994 after a decade as CEO. “Dad and I would visit stores the way most kids and dads play catch” he says, “At this point I’ve been thinking and talking about retail longer than most people have been alive.” That’s true.

Charlie has been analyzing US banks in 1981. His coverage list over the past 3 decades has included the money center banks, brokerage firms, regional banks, and trust banks. What sets Charlie apart is his ability to take macro views and translate them into micro impacts on a bank’s P&L.
He has been widely quoted in major news publications, including Bloomberg news, the Financial Times, the Wall Street Journal, the New York Times, Reuters, and others. He is also a frequent contributor to financial media.
Prior to founding Portales Partners, Charlie was a Financial Sector Research Analyst with Standard & Poor’s, Merrill Lynch, Kidder Peabody, Drexel Burnham, and UBS.

Nadine has been a regular contributor across global financial media for the past decade. She manages tactical, global portfolios for institutional, family office, and high net worth clients, and is never, ever sick at sea.
She graduated Stanford with a BA and MBA. Started her career at Goldman. Lives in Palo Alto with her 3 teens. Drives a Tesla. And claims she sees Zuck on walks in the neighborhood with his security.

The team generated positive returns each year of the 2008-2009 financial crisis. He also has managed mutual funds to top Lipper Rankings.

Bakes has 30+ years of investment management experience utilizing technical and fundamental analysis. He has researched healthcare, energy, and other sectors, both long and short, for mutual funds, institutions, and hedge funds (John Hancock Funds, Chartwell Investment Partners, and Columbia Partners, LLC Investment Management). His comprehensive analysis has led to both outperformance and increased AUM.
Mr. Baker graduated from Tufts University with a BS in Psychology. He also played Varsity football. He earned his MBA from Babson College.

“I’m a little bit in the Peter Lynch school of ‘investing in what you know.’ Great ideas are all around us in our everyday lives. But valuation matters, great investments often live at the intersection of common sense and very rudimentary financial analysis, which can provide a sanity check on embedded expectations. Lots of financial metrics can lie but free cash flow is king.” – Berna Barshay
Berna has three decades of experience as a hedge fund analyst, portfolio manager, and trader. She has been a research contributor to the Public investing app and the author of the Empire Financial Daily, a financial newsletter with over 200,000 subs.
Berna began her Wall Street career at Goldman. She has her BA from Princeton and MBA from Harvard. She lives in New York City with her husband, daughter, and their three rescue dogs.