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.

      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.

      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

      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

      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.

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