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Real Money authors - Jonathan Heller

Jonathan Heller

Jonathan Heller, CFA, CFP® is president of KEJ Financial Advisors, his fee-only financial planning company. Heller spent 17 years at Bloomberg Financial Markets in various roles, from 1989 until 2005. He ran Bloomberg's Equity Fundamental Research Department from 1994 until 1998, when he assumed responsibility for Bloomberg's Equity Data Research Department. In 2001, he joined Bloomberg's Publishing group as senior markets editor and writer for Bloomberg Personal Finance Magazine, and an associate editor and contributor for Bloomberg Markets Magazine. In 2005, he joined SEI Investments as director of investment communications within SEI's Investment Management Unit.

Jon is also the founder of the Cheap Stocks Web site, a site dedicated to deep-value investing. He has an undergraduate degree from Grove City College and an MBA from Rider University, where he has also served on the adjunct faculty; he is also a CFA charter holder, and certified financial planner ™ practitioner.


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Recent Articles By The Author

Cracker Barrel Suffers Punch to the Gut from Punch Bowl Social Investment

The big charge Cracker Barrel just took to write down its stake in the small Denver-based chain could spur another proxy fight with Biglari Holdings.

It's Hard to Know What's in Store for Cracker Barrel

The shares of the casual dining restaurant have rebounded nicely after a huge plunge, but how it will fare as forced shutdowns ease is uncertain.

It's Not a Safe Bet but Ascena Retail Has a Shot at Survival

The company wants to stave off a hostile takeover by an acquirer seeking to utilize the company's tax-loss carryforwards.

Domino's Pizza Posts Some Interesting Data

DPZ, up 23% year-to-date, is one of just four restaurant names in positive return territory for the year.

Silver Still Shines, but Can Metals Truly Serve as Hedges in a Debt-Laden U.S?

The spread between spot and physical silver has narrowed in recent weeks as the response to the pandemic adds to an already-steep national debt.

Will Chick-Fil A Ever Go Public?

This is a chain of restaurants that truly seems to have its act together.

GameStop Faces a Proxy Fight Against 2 Activist Investors

GME has had a rough run in recent years due to declining revenue and changes in the gaming markets.

Will a Fitbit-Alphabet Merger Actually Happen?

There are many factors in play and the deal could be scuttled by the Justice Department.

I Won't Be Climbing Aboard a Cruise Line Stock Anytime Soon

Royal Caribbean, Carnival and other cruise operators have significant hurdles to clear before they're appealing as equity investments.

Potbelly Results Go to Pot as Pandemic Takes Its Toll

The sandwich shop chain's same-store sales had been perking up a bit before the coronavirus hit, but that momentum shifted quickly.

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