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Jordan S. Terry
Works at Stone Street Advisors LLC
Attends New York University Stern School of Business
530 followers|2,134 views
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Jordan S. Terry

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I do not understand why so many people I don't know from around the world have added me to their circles especially since I post twice/year. Can someone please explain?
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Jordan S. Terry

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My feelings towards google+ can best be summed-up thusly: "meh"
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Jordan S. Terry's profile photoAdam Warner's profile photoSprung Investment Management's profile photoDavid Schorr's profile photo
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Jordan S. Terry

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Insert witty inaugural post here (seriously, thats the best I could do, pathetic, I know)
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75 people
Have him in circles
530 people
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Jordan S. Terry

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1st time checking in here in at least 6 months. Do you guys/gals actually use this regularly?
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I've started checking it more frequently. Once you get used to it, it's actually not that bad. 
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Jordan S. Terry

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The Wall Street stock bull market promotion machine is operating at full capacity. GS pulling out all the stops on its China offshore coverage (U.S. and HK listed Chinese co's). GS International quant team has Europe Equity Risk Premium at 6.3% while for some inexplicable reason, the China team is using 6.5%. Europe may have some major league ugly macro issues, but I don't buy that investing in Chinese stocks is only 20bps riskier than investing in Euro ones. Even if GS Int'l prediction that Euro ERP moderates to 5.8% in a year do you still think investing in hot Chinese stocks should only demand a 70bps higher risk premium? I'd need at least a few hundred bps to even consider it!
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there's a whole bunch of issues as to why the US ERP is "high" right now (in "normal" times its like 4.5% depending on how you measure it, but its almost impossible no matter how you mathematically rationalize it to only demand 75bps premium. As an investor in these stocks, considering garbage corporate governance, garbage accounting/auditing, opaque and unpleasant legal structures and a god knows what legal system for investors in the US-listed firms, no way my discount rate is under 14%, minimum for at least 5yrs, after that, well, could be 10, could be 25.
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Jordan S. Terry

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Trying to figure out a way to get my trading/investing peeps not naturally and/or professionally inclined to be interested in very nuanced/technical financial stuff to get interested, as there are real and real important implications for them and their money. My past experience is that even though there's major impact/implication, no matter how I word/frame it, people's eyes gloss over as soon as I mention CAPM or any portfolio theory/valuation stuff. Anyone have a suggestion?
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Dustin Johnson's profile photoBrandon Vlaar's profile photoBrent Jaciow's profile photoS Puts's profile photo
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explaining the concepts is a serious challenge and unfortunately most people cannot really understand it immediately (took me a while to start to get the nuances) I'm considering trying to show it graphically via a short flash video. It's a ways off but I'll send u my vain effort when I'm working on it.
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People
In his circles
75 people
Have him in circles
530 people
S Puts's profile photo
Work
Occupation
Professional skeptic
Employment
  • Stone Street Advisors LLC
    Managing Director, 2011 - present
  • Telcordia Technologies
  • Kaufman Brothers
  • BNP Paribas
  • Citigroup
Basic Information
Gender
Male
Story
Tagline
Founder & Managing Director - Stone Street Advisors LLC
Introduction
Value investing & fundamental analysis from a born cynic/closet optimist. Aspiring bon vivant.
Education
  • New York University Stern School of Business
    MBA - Management, Finance, 2011 - present
  • Pennsylvania State University
    Finance, 2002 - 2006