"From all my teachers I have grown wise."
- Pirkei Avot
Our investment decisions are reason-based and derived from mental models honed over nearly two decades analyzing companies and industries.
Before starting Long Cast Advisers, I was an institutional equity research analyst covering Multi-Industrials, Business Services and Engineering & Construction in public equity markets (CSFB and BMO Capital) and Consumer Goods and Telecommunications in private equity (Cisneros Group).
Prior to institutional finance, I worked as a private investigator (BackTrack Reports); a writer, reporter and factchecker (New York Observer, Gannet, Meredith); in corporate governance analysis (GMI); and as a restaurant runner (Bowery Bar) among other things.
I have a lot of “repetitions” analyzing companies large and small; speaking with executives, customers and competitors; attending conventions; and assessing probabilities around long term valuation. And I apply the same lessons from prior experiences (a reporter’s due diligence, creativity, moxie and a commitment to integrity) to investing.
My wife is an attorney and we have two sons and two cats. I have served as a treasurer at one time or another of coop boards, various PTA’s and the Prospect Park Baseball Association. Volunteer activity of the moment is delivering meals to the homebound through the Food Pantry at Camp Friendship, which would undoubtedly appreciate donations. I occasionally teach woodworking at a sleepaway camp.
Long Cast Advisers is licensed and state registered. We use Interactive Brokers as our third-party custodian for separately managed accounts.