Tom Carroll – Tom Carroll is the editor and lead analyst for Porter & Co.’s Activist Investor Letter. Tom is one of the most respected and long serving healthcare analysts on Wall Street with two decades of experience at Baltimore institutions like Legg Mason and Stifel Nicolaus. He was consistently ranked in industry stock picking
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Alfonso Peccatiello, is the Founder and CEO of one of SubStack’s most popular financial publications, The Macro Compass, which is a disruptive strategy firm whose mission is to alter professional macro analysis, tools and portfolio strategy. Macro Compass leverages Alf’s experience running large pools of assets and offers financial education, unique macroeconomic insights and actionable
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