Hot Portfolio Manager

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itera's picture

Black Swan wrote:
^When the clip started I thought maybe I’d been wrong and she is attractive. But then she start talking and she has “up speak” where she ends her sentences with a rising tone as if it’s a question. Also, there’s just something off about her face. But I will say above average, so that’s nice I guess.

I noticed that myself. I totally expected her to say: “And this one time! at band camp!…”
That and she reminded me of a total gold-digger I once dated.

Wouldn’t kick her out of bed, but I’d peg her a 6 /10

Hope. It is the quintessential human delusion, simultaneously the source of your greatest strength, and greatest weakness.

Wendy's picture

Blake McCallister wrote:
The woman is a CFA charterholder.

True. Like me, she has been a charterholder for a handful of months.

Blake McCallister wrote:
She wasn’t handed anything.

Her father gave her a job at the firm that he runs.

Blake McCallister wrote:
Not as if she is managing the Magellan fund and her last name is Johnson.

It’s exactly like that. She is managing a Decter fund and her last name is Decter.

Blake McCallister's picture

You seem pretty butt hurt Wendy. Did you see how many friends she has on Facebook since that is your measuring stick for social normality?

It’s pretty easy to throw stones in the dark. You should post your info so we can compare the two of you. I’m sure she blows you out of the water.

~~~~~Live. Laugh. Love.~~~~~

itera's picture

Blake, I’m convinced you’re a troll. Did you run out of arguments, is that why you are trying to belittle Wendy? We’re talking about Dector, not Wendy.

Hope. It is the quintessential human delusion, simultaneously the source of your greatest strength, and greatest weakness.

Palantir's picture

You guys are picky. I would go top-down or bottom-up on her balance sheet.

Cities teem with evil and decay, let’s give it a good shake and see what falls out!!

The Righteous Hacksaw's picture

Hey, nothing wrong with getting it all from your parents. Fuck, I wish I had been handed everything from Mom and Dad. I wouldn’t apologize for a second. The stuff my parents did give me (like my 200k education is a huge leg up) and I don’t apologize for it for even a moment.

The world is unfair. Nobody really deserves any of what they get. It’s all pretty random. Now lets get drunk.

Formerly ChickenTikka - Member of the Order of the Righteous Rusty Hacksaw

FrankArabia's picture

these are some great views here….i’m writing in to BNN requesting her to go back on the show again….

I can see where Wendy is coming from…..she is basically pointing out the fact certain people get breaks in life while others have to tool hard…

her being a CFA doesn’t mean she is qualified…whoever said that is problably doing level 1 or 2 after having failed it once or twice…..

Supersadface's picture

Blake McCallister wrote:
You seem pretty butt hurt Wendy.

Obvious troll is obvious. Wendy wrote well-reasoned arguments, not pointless ad hominem attacks:

1. The girl somewhere above average (or at least, not *ugly*) on the attractive scale. Obviously, how far to the right on the bell curve of ‘pretty’ she falls is subjective.
2. She’s got much less experience than the average PM. I’m NOT saying she’s worse, but the average PM is not late twenties when they start running money on an institutional scale.
3. She’s related to the owner of the firm she works for.

Now, does this mean automatically that she was only hired because of her looks and connections? No - not at all. But in no way is it unreasonable to suggest that they played a part - perhaps even a major one - in her current job.

Also:

Blake McCallister wrote:
You should post your info so we can compare the two of you. I’m sure she blows you out of the water.

No, she shouldn’t have to, Blake. Wendy could be junior assistant to the most junior mistmaker in Banco Popular’s back office, and it would have no bearing on whether or not her critique of the girl is accurate.

FrankArabia's picture

lets face it, if she looked like Frank Arabia and had Frank Arabia upbringing and fortunate circumstances, she would be an investment analyst…..3 years from now…..

did you guys actually listen to her interview? thing that bothered me was she said she never buys/sells based on “valuation”…..sounds to me she is a momentum player if my perverted mind understand her correctly….

bchad's picture

The bit about dad is just that being a PM in your late 20s is far less impressive than it sounds if it’s because your dad tossed you a X MM portfolio like he was tossing her the keys to a new car.

Being a PM in your late twenties generally means that you impressed the heck out of people and led them to trust your judgement. If that person is your dad, it’s generally not nearly as impressive as having to impress others.

That doesn’t mean she can’t go on and do well… it just means that you have to measure peoples accomplishments against what they’ve had to struggle against in order to achieve them. In much the same way that you can’t base a company’s value solely on what their revenue is.

Wendy’s stock is up in my book (again).

You want a quote?  Haven’t I written enough already???

bromion's picture

I did not listen to the interview, but that doesn’t necessarily mean she is a momentum player. I am die hard value investor but depending on cap size and circumstances, I won’t buy / sell strictly on valuation either. Particularly for small caps, stocks can stay cheap for a long time. As much as people like to talk about buying businesses and not just trading pieces of paper, at the end of the day, the only way to make money is when someone is willing to pay more for it than you did some time back. Valuation and business analysis are key to developing margin of safety, but it’s possible to have a brilliant analysis and still not make any money. You make money when other people want to own the shares and bid them up – that’s it. Havnig a catalyst or source of momentum is key.

“I lost my wife to a margin call. Wives get mad when you come home and say, ‘Sweetheart, I lost the house today.’” - Dennis Gartman on trading mistakes

bromion's picture

By the way, 6 / 10 for the girl. Some of you people need to get out more often.

“I lost my wife to a margin call. Wives get mad when you come home and say, ‘Sweetheart, I lost the house today.’” - Dennis Gartman on trading mistakes

FrankArabia's picture

bromion, name me 3 stocks that stayed cheap over the past 5 years in your view…..i’ll go with your criteria for what you consider cheap….top of the list for big caps some have suggested include MSFT, INTL, WMT…..

chick is hot for a finance babe…..name me 3 other hot babes (non reporters) that are finance related….please provide link also if there are any….greatly appreciated.

pimpineasy's picture

tori black/Naomi are waaaay hotter ANAList

Hope this helps

FrankArabia's picture

i’m down with Naomi….definitely talented classy babe….i also like hillary scott….definitely a hall of famer….

i think that alexis texis is overrated.

Blake McCallister's picture

Supersadface wrote:
Blake McCallister wrote:
You seem pretty butt hurt Wendy.

Obvious troll is obvious. Wendy wrote well-reasoned arguments, not pointless ad hominem attacks:

1. The girl somewhere above average (or at least, not *ugly*) on the attractive scale. Obviously, how far to the right on the bell curve of ‘pretty’ she falls is subjective.
2. She’s got much less experience than the average PM. I’m NOT saying she’s worse, but the average PM is not late twenties when they start running money on an institutional scale.
3. She’s related to the owner of the firm she works for.

Now, does this mean automatically that she was only hired because of her looks and connections? No - not at all. But in no way is it unreasonable to suggest that they played a part - perhaps even a major one - in her current job.

Also:

Blake McCallister wrote:
You should post your info so we can compare the two of you. I’m sure she blows you out of the water.

No, she shouldn’t have to, Blake. Wendy could be junior assistant to the most junior mistmaker in Banco Popular’s back office, and it would have no bearing on whether or not her critique of the girl is accurate.

Anyone is qualified to make an opinion on her appearance. But unless you know her or are somehow connected to her professionally no one here is qualified to comment on her qualifications or how she got where she is. You are all speculating.

And yes junior, if Wendy is a Ops Analyst she is even less qualified to be making comments about her qualifications.

Walk around SSGA and that place is filled with people in their 20s managing institutional money. That I know for a fact. Not really a big deal.

Do you know what the approach is at her firm? She might be a PM in name only. The website says “Investment Analyst.” Maybe they pick stocks on a team basis or by committee. Then she would just be the face.

I think all of you should stop whining though.

~~~~~Live. Laugh. Love.~~~~~

bchad's picture

Dude, start living and laughing and loving, man!

You want a quote?  Haven’t I written enough already???

pimpineasy's picture

Blake you seem like a very fun and cool individual ……….

Hope this helps

itera's picture

Blake is an angry man lol

Hope. It is the quintessential human delusion, simultaneously the source of your greatest strength, and greatest weakness.

Blake McCallister's picture

Quote:
Blake you seem like a very fun and cool individual ……….

I am.
bchadwick wrote:
Dude, start living and laughing and loving, man!

Everyday I’m Shufflin brah. I promise you.

I have to remember that not everyone has the skills that I do and that is why they would be jealous of a slightly above average woman who is probably a PM in name only. It’s just not a big deal.

~~~~~Live. Laugh. Love.~~~~~

pimpineasy's picture

nice!, well since Blakey says he is shufflin brah then surely he is .after all this is the internet………continue on

Hope this helps

The Righteous Hacksaw's picture

Guys, leave Blake alone. He’s got Masters Degree. And it was noooooo picnic.

Formerly ChickenTikka - Member of the Order of the Righteous Rusty Hacksaw

FrankArabia's picture

Blake misses the can when he takes a dump, that is why he is mad…..

Black Swan's picture

ChickenTikka wrote:
Guys, leave Blake alone. He’s got Masters Degree. And it was noooooo picnic.

^ Got a lol out of me

I used to smoke pot and go to class.  

Sneak in ten minutes late with a bullsh*t excuse.  

Slink down low at my desk.  

Pray to god nobody asked me any questions.

I was the best teacher ever.

993103164's picture

Blake is that your real pic? … …..

Wendy's picture

Frankie; it seems that your fiancée Ms. Genevieve Roch-Decter is becoming a regular on the Business News Network… 

http://watch.bnn.ca/#clip646958

Palantir's picture

“loosen the spigots”

“pump out”

“tapped out”

“string of pearls”

This cannot be unintentional.

Cities teem with evil and decay, let’s give it a good shake and see what falls out!!

bodhisattva's picture

FrankArabia wrote:
thanks Wendy for posting her appearance on BNN. its not just looks, but brains…..but she does sort of talk funny though…..definitely huggable…want to run down some balance sheets with her to see if there are any hidden assets… Palantir, I don’t think she would ever consider working with me, she can hire a BSD (12 inches plus)…i’m at best with 3 pills of viagra just an average sized d….

She’s young and probably a bit nervous during the interview which is why she talks funny. In ten years, well the sky’s the limit for her because she appears to be very smart and she has her dad backing her play.

Not really into white girls but I’d kick with her for sure…

FrankArabia's picture

thanks Wendy for posting!!!

bchad's picture

The uptalk really irritates me, though.  

I can feel myself being drawn to her because she’s pretty and in a nice skirt, then repulsed by the uptalk as I get close, until I keep a healthy distance like an electron from a proton in a hydrogen atom. (yes, that was deliberately geeky)

You want a quote?  Haven’t I written enough already???

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