The Little Book of Investing Like the Pros. Joshua Rosenbaum
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Suisse was critical in the editorial and production process, including streamlining and refining the ultimate work product. Joe has a vast network, unyielding can-do approach, and an innate ability to get things done. He has been a true partner to us for many years.
We would like to highlight the important contributions made by Brian Johnson of Barclays and Dan Levy of Credit Suisse, both highly regarded equity research analysts. Their contributions were multi-dimensional and their unwavering enthusiasm, insights, and support were nothing short of exemplary.
Special thanks to Delphi Automotive's retired CEO Rodney O'Neal and retired Chairman Jack Krol for serving as the inspiration for our case study and helping to guide the narrative along the way. Aptiv CEO Kevin Clark, Chairman Rajiv Gupta, Board member Sean Mahoney, and Elena Rosman of investor relations shepherded our book internally, provided sage feedback, and helped ensure the details were accurate.
Didric Cederholm provided deep insight on the Delphi bankruptcy process and facilitated access to many of the key players involved. The Silver Point Capital team, consisting of co-founder Ed Mulé and Jeff Forlizzi, provided perspective on the full Delphi backstory, including the labor-intensive process towards creating massive shareholder value.
Jeremy Weisstub provided sound technical insights and helped us distill complex concepts into layman's terms. Milwood Hobbs, Jr., a mentor and colleague dating back to early investment banking days, provided constructive feedback and was critical in getting the right people on board with the book. He still serves as a valuable friend and partner over fifteen years later.
We'd like to thank the outstanding team at Wiley, who have been our partners for over a decade on all of our books and courses. Bill Falloon, our acquisition editor, brought us into the Wiley family and never wavered in his vision and support. He has provided strong leadership over the years and has become a true friend.
Our publisher Matt Holt championed our book both internally and externally. Michael Henton, Steven Kyritz, Michael Freeland, Susan Cerra, and Purvi Patel on the editorial and production side worked diligently to ensure all the details were addressed and facilitated a smooth production process. Jean-Karl Martin, our marketing manager, helped us realize our vision through his creativity and foresight.
We also want to express immeasurable gratitude to our families and friends. Masha, Jonathan, and Olivia, and Margo and Alex, thank you so much for your support, patience, and sacrifice. You were always in our hearts and minds as we worked diligently to produce a book that would make us all proud.
This book could not have been completed without the efforts of the following individuals:
Raymond Azizi, Weiss Multi-Strategy Advisers
Nadav Besner, Sound Point Capital
Didric Cederholm, Lion Point Capital
Maimi Chow, Time Warner, Inc.
Christopher Clark, Soros Capital Management
Kevin Clark, Aptiv PLC
Juan Pablo Del Valle Perochena, Orbia Advance
Michael Evelson, Kingdon Capital Management
Bryan Fingeroot, Raymond James
Jeff Forlizzi, Silver Point Capital
Joseph Gasparro, Credit Suisse
Joshua Glassman, Goldman Sachs
Greg Gliner, Ironwall Capital Management
Michael Goody, Scharf Investments
Steven Gordon, J. Goldman & Co.
Michael Groner, Millennium Partners
Rajiv Gupta, Aptiv PLC
Tim Hani, Bloomberg
Han He, Oaktree Capital Management
Milwood Hobbs, Jr., Oaktree Capital Management
Benjamin Hochberg, Lee Equity Partners
Cal Hunter, Barnes & Noble
Robert Jermain, SearchOne Advisors
Brian Johnson, Barclays
Mitchell Julis, Canyon Partners
Jennifer Klein, Sequence Capital
Jack Krol, Delphi Automotive
Shaya Lesches, Young Jewish Professionals
Marshall Levine, GMT Capital
Dan Levy, Credit Suisse
Jonathon Luft, Eagle Capital Partners
Peter Lupoff, Tiburon Family Office
Sean Mahoney, Private Investor, Aptiv PLC
David Marino, BGC | MINT Equities
Dave Miller, Elliott Management
Edward Mulé, Silver Point Capital
Rajeev Narang, Hudson Bay Capital
Justin Nelson, J.P. Morgan
Rodney O'Neal, Delphi Automotive
Daniel Reichgott, Federal Reserve Bank of New York
Eric Ritter, Needham & Company
Elena Rosman, Aptiv PLC
Jeff Schachter, Crawford Lake Capital
Howard A. Scott, Park Hill Group
Hooper Stevens, Sirius XM
Anne Tarbell, Trian Fund Management
Jeremy Weisstub, Aryeh Capital Management
Disclaimer
Views Expressed All views expressed herein are those of the Authors as of the date of publication and do not represent the views of their respective current or former employers, or any entity with which the Authors ever have been, are now, or will be affiliated. The information and views expressed herein are subject to change at any time without notice. The Authors and John Wiley & Sons, Inc. (the “Publisher”) are not under any obligation to update or correct any information provided in this book.
Informational Only; No Investment Advice The information provided herein is for general informational purposes only and is not and should not be regarded as “investment advice,” a “recommendation” of any kind (whether investment, financial, accounting, tax, or legal), or “marketing material” of any kind. This book does not provide recommendations or views as to whether a stock or investment approach is suited to the financial needs of a specific individual. Your needs, goals, and circumstances are unique and may require the individualized attention of a licensed financial advisor.
References and Examples Illustrative Only Any and all examples included herein are for illustrative purposes only, and do not constitute recommendations of any kind, and are not intended to be reflective of results you can expect to achieve. Any reference to any company in this book is not intended to refer to, nor should it be considered, an endorsement of any stock, brand, or product.
Information Accuracy Although