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General Information

Fool Since:
January 31 1999
TMFTomJacobs (12/5/2014), TomJacobs (1/21/2010), TMFTom9 (12/20/2003), Candow (8/7/2000)
Where I Live:
Marfa, TX

Investing Basics

Investing Style:
Value Investor
Portfolio Size:
Medium (4-12 Stocks)
Types of Investments:
Special situations (aka corporate actions, value-with-catalysts); opportunistic value; hedges
Stocks I Own:

Investing Favorites

The Myth of the Rational Market (Justin Fox); What's Behind the Numbers? A Guide to Exposing Financial Chicanery and Avoiding Huge Losses in Your Portfolio (John Del Vecchio and Tom Jacobs) :-)
Blogs: @TomJacobsInvest (no "s")

Investing Expertise

My Area of Expertise:
Special situations, opportunistic/deep value, earnings quality shorts and risk management (long-short)
Money I Manage:
Individual client accounts; Investment Advisor with Echelon Investment Management, Dallas,

Education And Work Information

School(s) Attended
BA, MAT, Cornell; JD, Univ. of Chicago Law School
Job Title
Investment Advisor
Company / Organization
Echelon Investment Management, Dallas,


Personal Quote:
(0) People prefer confident statements of fact rather than the probabilities regarding an unknown future. (1) The two major problems for most investors are a) not that they take on great risk, but rather that they accept inadequate potential return for the risk they do accept, and b) that they measure their results by annual, rather than annualized, returns. (2) Only an investor who has lived and invested through a significant bear market appreciates that a) stocks can sell off with no warning for no fundamental reasons, b) margin of safety is not just three words and c) "long term" is not a year.
My Interests:
Favorite Restaurants or Foods:
Cochineal (Marfa, TX)
Favorite Board Games:
Scrabble online
Book Currently Reading:
The History of the Baltic Nations
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