Tom Yuz is a public equities investor based in New York. He was previously on the investment team at Lone Pine Capital and spent five years as a research analyst at Point72, where he ranked in the top decile of analysts in the firm's Ranks program. He holds a BA in Economics from the Wharton School.
Seeking Alpha · Editors' Pick · December 2015
How the Fed would lift rates through interest on excess reserves and reverse repos, and what that meant for Treasuries, bonds and stocks.
Archived copy. Published under the Elva Capital Group byline.
Towards Data Science · May 2019
Why default models that rely only on the annual accounts miss what market prices know, and a systematic strategy for investing in distressed companies.
The Essays of Warren Buffett
We have done better by avoiding dragons, not slaying them.
The Most Important Thing Illuminated
Experience is what you get when you didn't get what you wanted.
You Can Be a Stock Market Genius
Invest in spinoffs, merger securities, restructurings and recapitalizations to gain an edge over Wall Street.
Expectations Investing
Most companies need over ten years of value-creating cash flows to justify the current share price.
The Outsiders
Henry Singleton bought back 90% of Teledyne's shares in twelve years: a lesson in how to use your equity well.
When Genius Failed
People don't sell what they should, they sell what they can.
Fooling Some of the People All of the Time
The bulls often win the battle on the core criticism, but the bears win the war.
Quality Investing
Even the best-run company in an over-supplied, price-deflationary industry is unlikely to warrant consideration.
Big Debt Crises
Banks look healthiest right before a bubble.
Competition Demystified
Competitive advantages that lead to market dominance are much more likely to be found when the arena is local.
The Innovator's Dilemma
Rational managers can rarely build a cogent case for entering small, poorly defined low-end markets that offer only lower profitability.
Zero to One
All failed companies are the same: they failed to escape competition.
Confessions of an Advertising Man
Don't bunt. Aim out of the park. Aim for the company of immortals.
How to Make a Few Billion Dollars
Being all-in is energizing.
Principles
Get the right answer, even if it doesn't come from you.
Shoe Dog
You're remembered for the rules you break.
The Snowball
You can get in way more trouble with a good idea than a bad idea, because you forget that the good idea has limits.
Steve Jobs
It's better to be a pirate than to join the navy.
Superforecasting
Be a fox, not a hedgehog.
Thinking in Bets
An experienced poker player will choose to play only 20% of the hands they are dealt.
Clear Thinking
While good choices repeated make time your friend, bad ones make it your enemy.