Joel Litman

contact?subject=Contact Joel Litman

Litman is a Managing Director at Equity Analysis & Strategy where his team is focused on uncovering significant stock market mispricings. Litman’s clients are some of the largest and most influential investors and investment firms in the world. In the past, Litman has also worked at American Express, Deloitte Consulting, and Credit Suisse First Boston.

When the underlying value of the business greatly differs from the embedded expectations in the stock price, the probability for positioning for out-sized returns is highest. Litman’s work and research focuses on uncovering informational and analytical advantages that can help determine where such securities mis-pricings may exist.

Litman has spoken in venues including:

  • Harvard Business School
  • London Business School
  • The Wharton School of the University of Pennsylvania
  • SAIF in Shanghai, China
  • The Center for Strategy, Execution, and Valuation at the Kellstadt MBA Program in Chicago
  • Investment firms and corporate executive retreats around the world

Litman teaches regularly at top universities and conducts presentations with the CFA Institute’s Retained Speakers Bureau in cities around the world including New York, Chicago, Hong Kong, Tokyo, London, Dubai and elsewhere. He is a member of the Global CFA Institute for Chartered Financial Analysts, a CPA in the United States, holds a B.S. in Accountancy from DePaul University in Chicago, and an MBA/MM from the Kellogg Graduate School of Management at Northwestern University.

Litman’s most important work is funding and building charitable programs for assisting underdeveloped communities, particularly in the Philippines. With the Foundation of Socioeconomic Advancement and the Institute of Strategy & Valuation, “super-full-ride” scholarships and OTJ (On-the-Job Training) programs are provided to right, economically disadvantage students. He is a heavy lender in interest-free microfinance loan programs for small business and entrepreneurs and also an Advisory Board Member of Children International.

contact?subject=Contact Joel Litman

Litman is a Managing Director at Equity Analysis & Strategy where his team is focused on uncovering significant stock market mispricings. Litman’s clients are some of the largest and most influential investors and investment firms in the world. In the past, Litman has also worked at American Express, Deloitte Consulting, and Credit Suisse First Boston.

When the underlying value of the business greatly differs from the embedded expectations in the stock price, the probability for positioning for out-sized returns is highest. Litman’s work and research focuses on uncovering informational and analytical advantages that can help determine where such securities mis-pricings may exist.

Litman has spoken in venues including:

  • Harvard Business School
  • London Business School
  • The Wharton School of the University of Pennsylvania
  • SAIF in Shanghai, China
  • The Center for Strategy, Execution, and Valuation at the Kellstadt MBA Program in Chicago
  • Investment firms and corporate executive retreats around the world

Litman teaches regularly at top universities and conducts presentations with the CFA Institute’s Retained Speakers Bureau in cities around the world including New York, Chicago, Hong Kong, Tokyo, London, Dubai and elsewhere. He is a member of the Global CFA Institute for Chartered Financial Analysts, a CPA in the United States, holds a B.S. in Accountancy from DePaul University in Chicago, and an MBA/MM from the Kellogg Graduate School of Management at Northwestern University.

Litman’s most important work is funding and building charitable programs for assisting underdeveloped communities, particularly in the Philippines. With the Foundation of Socioeconomic Advancement and the Institute of Strategy & Valuation, “super-full-ride” scholarships and OTJ (On-the-Job Training) programs are provided to right, economically disadvantage students. He is a heavy lender in interest-free microfinance loan programs for small business and entrepreneurs and also an Advisory Board Member of Children International.

Experience

Managing Director
Equity Analysis & Strategy
2009 – Present

Professor
Hult International Business School
2008 – Present
Business Strategy, Performance Measurement, Strategic Valuation

Founder
The Center for Strategy, Execution, and Valuation
2002 – Present

Clinical Professor of Business Strategy
DePaul University
1998 – Present

Director
Credit Suisse
2002 – 2008 (6 years)
HOLT Division of Credit Suisse

Senior Principal
Diamond Technology Partners
2000 – 2002 (2 years)
Business Strategy and Business Plan Development, Digital/Technology Strategy, Performance Measurement and Valuation

Manager/Director
Deloitte/HOLT, HOLT Alliance Services
1997 – 2000 (3 years)

Manager
American Express Tax and Business Services
1993 – 1997 (4 years)

 

Education

Northwestern University - Kellogg School of Management
MBA, Marketing, Finance, Technology
1996 – 1999

Waterville High School
1988 – 1988

DePaul University
BS Accountancy, CPA, Accounting, Finance

Content

When to Buy Negative Free Cash Flow Stocks

The Motley Fool

Joel Litman, managing director at Equity Analysis & Strategy, is one of the top experts around when it comes to evaluating cash flows. At a recent presentation at Fool HQ, he pointed out that there...


When Strategy and Valuation Meet

Joel Litman, Mark Frigo

Picture a business strategy expert. What characteristics come to mind? How does the person behave? What schooling, certifications, and work experience would this person have?...


Can Higher Free Cash Flow Be a Sell Signal?

Joel Litman

Can more Free Cash Flow be a “Sell” signal? Home Depot (Ticker: HD) was a darling of the investing public from 1985 until 2001, with returns in excess of 20x the market over that period...


When Cash is not Cash and Why

Joel Litman

Investors, other analysts, and management often rely on cash flows reported in the financials as a foundation of performance analysis and valuation. Unfortunately, those cash flows...


Financial Red Flags

Joel Litman, Ronald J. Grazlano

Patent for Detecting Accounting Anamolies in Financial Statements
A system and method of identifying accounting anomalies to assess investment risks and opportunities...


Why Great Stocks Aren’t Always Great Companies ...and Why You Should Care

Joel Litman, Glenn W. Welling

Great investments are made by better understanding the factors that create expectations and forecasts...



Events

Personal Investing Strategy & Career Value Creation

Wednesday, December 28, 2011 at the Union League Club of Chicago

Registration: 6:00pm
Program: 6:30pm to 8:00pm

To register, email your name, phone, company, and preferred email address to mely@InstituteSV.org