Profile

Luke McCarthy

Editor LM Capital Research, Investor, Finance Blogger

Profile

Luke McCarthy

Editor LM Capital Research, Investor, Finance Blogger

Profile

Luke McCarthy

Editor LM Capital Research, Investor, Finance Blogger

Introduction

With a degree in banking and finance, 5 years investing experience and, a love for numbers, deep diving into company financials, operations and performance has become a daily routine writing articles for this website, seekingalpha.com and others. As someone who grew up around finance I have always had a passion for learning and exploring the sector, From the day I turned 18 I opened a live investment account through Interactive Brokers, where for the years since I have gain valuable experience within both American and European markets in multiple asset classes (including equities, options, fixed income and futures) covering varying time horizons. My investment thesis and approach to valuing companies and finding alpha generating opportunities has a base in growth investing. Companies with high sales growth are often miss priced as analysts struggle to model growth into maturity, account for balance sheet inefficiencies or, inaccurately forecast demand. I aim to find such opportunities apply comprehensive top down fundamental analysis and develop a medium term strategy to take advantage of often shape moves to the up or downside correcting the miss pricing.

My Story

Aspiring 23-year-old equity analyst who, from age 11, has been fascinated by the inner working of the global financial system. 15th September 2008, I was an 11-year-old watching the 10 o’clock BBC news with my parents as every night. Headline: “Lehman Brothers, the fourth-largest US investment bank, has filed for bankruptcy. It was from that moment forth, my desire to understand global finance, the banking system, and the markets grew. From this moment on, I spent hours watching documentaries like ‘Inside Job’ and ‘Enron: The Smartest Guy in the Room’ setting up a demo trading account and reading articles from the finical news and trading blogs.

This fascination guided my education path. For A-Levels I took economics, law, and business to expand my knowledge of the building blocks of business and economic activity. In the summer of 2018, I gained my bachelor’s degree in Banking and Finance from the University of Leicester, an experience in which I learned as much about myself as I did finance. Overcoming my dyslexia was a big challenge during my time studying, the key was never to give up and keep going, leading to my current enjoyment of writing articles. Growing as a person at university was vital to being in the position I am now, I learned to be confident, outgoing, hardworking, and persistent.

While at university I was involved with finance societies and spent a significant amount of time producing reports on both investment ideas for fixed income and equities, these included investment ideas for long and medium-term equity investors in companies such as AMD, Amazon, WDC, and Microsoft alongside fixed income reports on debt such as Long-dated Apple bonds and analysis of US and UK government offerings.

Since the completion of my studies, I’ve shifted focus to a more in-depth analysis of companies, this research consists of modeling finances and using multiple valuation methods to come to a valuation. The results of this research can be found under the Research tab above. Recently I’ve found myself writing articles for the popular US investment news and analytics site Seekingalpha.com allowing me to engage in some great discussions with members.

So, what does the future for me hold? After completing my degree, I took a year out to collect my thoughts, travel, and work on self-improvement. During this time, I took up a leadership role in a pub, something I’ve always seen as a fun experience and one from which I learned a lot. I’m currently looking to take my love of finance further and leap into a career within the investment management space. I’m presently working towards the IMC from CFA (once exams reopen after COVID-19) and hope to take the full CFA designation in the future.

Luke McCarthy

Introduction

With a degree in banking and finance, 5 years investing experience and, a love for numbers, deep diving into company financials, operations and performance has become a daily routine writing articles for this website, seekingalpha.com and others. As someone who grew up around finance I have always had a passion for learning and exploring the sector, From the day I turned 18 I opened a live investment account through Interactive Brokers, where for the years since I have gain valuable experience within both American and European markets in multiple asset classes (including equities, options, fixed income and futures) covering varying time horizons. My investment thesis and approach to valuing companies and finding alpha generating opportunities has a base in growth investing. Companies with high sales growth are often miss priced as analysts struggle to model growth into maturity, account for balance sheet inefficiencies or, inaccurately forecast demand. I aim to find such opportunities apply comprehensive top down fundamental analysis and develop a medium term strategy to take advantage of often shape moves to the up or downside correcting the miss pricing.

My Story

Aspiring 22-year-old equity analyst who, from age 11, has been fascinated by the inner working of the global financial system. 15th September 2008, I was an 11-year-old watching the 10 o’clock BBC news with my parents as every night. Headline: “Lehman Brothers, the fourth-largest US investment bank, has filed for bankruptcy. It was from that moment forth, my desire to understand global finance, the banking system, and the markets grew. From this moment on, I spent hours watching documentaries like ‘Inside Job’ and ‘Enron: The Smartest Guy in the Room’ setting up a demo trading account and reading articles from the finical news and trading blogs.

This fascination guided my education path. For A-Levels I took economics, law, and business to expand my knowledge of the building blocks of business and economic activity. In the summer of 2018, I gained my bachelor’s degree in Banking and Finance from the University of Leicester, an experience in which I learned as much about myself as I did finance. Overcoming my dyslexia was a big challenge during my time studying, the key was never to give up and keep going, leading to my current enjoyment of writing articles. Growing as a person at university was vital to being in the position I am now, I learned to be confident, outgoing, hardworking, and persistent.

While at university I was involved with finance societies and spent a significant amount of time producing reports on both investment ideas for fixed income and equities, these included investment ideas for long and medium-term equity investors in companies such as AMD, Amazon, WDC, and Microsoft alongside fixed income reports on debt such as Long-dated Apple bonds and analysis of US and UK government offerings.

Since the completion of my studies, I’ve shifted focus to a more in-depth analysis of companies, this research consists of modeling finances and using multiple valuation methods to come to a valuation. The results of this research can be found under the Research tab above. Recently I’ve found myself writing articles for the popular US investment news and analytics site Seekingalpha.com allowing me to engage in some great discussions with members.

So, what does the future for me hold? After completing my degree, I took a year out to collect my thoughts, travel, and work on self-improvement. During this time, I took up a leadership role in a pub, something I’ve always seen as a fun experience and one from which I learned a lot. I’m currently looking for roles where I can apply my data analytics to help grow and progress within a startup.

Luke McCarthy

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