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Jay Yao
TMFJay22
I am a value investor looking for fundamental catalysts that can unlock value, or for stocks that have a high probability of undergoing favorable mean reversion. Ideally these stocks have wide moats, great businesses, and solid management that are discounted due to market irrationality or temporary negative events.
Recent Articles by Jay Yao

Apr 23, 2016
by Jay Yao
The Rockefeller Family Fund Thinks Investing in Oil Is a Mistake. Is It Right?
The Rockefeller Family fund recently announced its intention to divest from fossil fuels. Why does the Rockefeller fund want to divest, and is there an investment case for fossil fuel stocks for buy-and-hold investors?
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