AUTHORS
Brad Ginesin
Brad Ginesin manages Polar Capital LP, a long/short hedge fund he founded in 2000. He’s worked on and managed several equity trading desks including Monarch Financial and WFP Management. He has been a regular contributor to Real Money since 2021, specializing in market sector coverage.
Ginesin graduated from Cornell University in 1992 with a degree in Applied Econ & Business Mgmt. He is a value investor who follows fundamental analysis. He avoids momentum stocks and hype favoring a long-term investing strategy.
Ginesin is the author of The Trading Desk, a Wall Street inspired novel published in 2021. In addition to being a long-term investor, he is also a long distance runner who is currently training for his fifth marathon.
Recent Articles By The Author
What Bubble-Era Cisco Can Tell Us About Zoom and Other Pandemic Stocks
If Cisco was in a bubble back then, arguably Zoom's recent bubble was an even bigger one.
Capitalize on a 'Tectonic Shift' and Tech Weakness With These Semi-Cap Stocks
Boom and bust cycles may be a thing of the past for the semiconductor capital equipment group.
The Power of Low Expectations: How Walmart Could Slowly Reward Investors
Wall Street is cautious about the low-end consumer in an inflationary environment, but it may be underestimating the retail behemoth.
Meme Thoughts: Lessons From the Trading Phenomenon of 2021
In the heat of battle, when the influence peddlers have the upper hand, it isn't easy to get traction refuting a story that makes little sense.
Underappreciated and Undervalued: General Motors Is My Top Stock Pick for 2022
Setbacks and skepticism have created a well-positioned investment opportunity for the year ahead.
This Medical Device Maker Should Pick Up the Pace in 2022
Here's why down-and-out Medtronic could see a good year ahead.
Why AT&T 'Fits the Mold' for Investors in 2022
The beaten-down name is finally lining up as an attractive value play.
Don't Overthink This: Applied Materials Is One to Own for 2022
The push-out of semiconductor revenue into 2022 portends another strong year ahead.
Kohl's Appears Worth Snatching Up From the 'Sale' Rack
The department store retailer seems undervalued based on activist investor interest and the inclusion of Sephora shops in many of its locations.
Uber Investors Shouldn't Ignore the Elephant in the Car
Wall Street is missing the big picture -- the uncertainty of ride-hailing's future.
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