Investor + Adjunct Professor at Fordham Gabelli School of Business teaching Fundamental Investing. Columbia Business School MBA.
New York, NY
Joined July 2010
- Tweets5.1K
- Following3K
- Followers2.3K
- Likes7K
Rick Carew retweeted
Join UVA’s East Asia Center on Thursday, October 29, from 6:00–7:15 PM in Bryan Hall 328 for “Inside China’s Tech Sector” with Professor @rickcarew of Fordham University.
Explore China’s evolving tech industry and U.S.–China economic relations.
All are welcome!
Rick Carew retweeted
Thanks again to everyone who made the University of Virginia East Asia Center’s 50th-anniversary conference such a memorable event!
Seeing our alumni gathered together was a highlight of the year, and your continued engagement makes all the difference.
Rick Carew retweeted
Every asset is attractive at some price — and dangerous at another.
@rickcarew breaks down the real power of contrarian thinking: controlling your mood, ignoring the market ‘vibes,’ and staying greedy when others get scared
Season 2 - Ep 1 youtu.be/as90mnpHsJU?si=VT7B… via @YouTube
Rick Carew retweeted
China’s A.I. is surging, especially in developing countries, as people look for the best possible system at the lowest possible cost. Using Chinese models was like owning a house while using U.S. models was like renting one, they added.
@paulmozur
nytimes.com/2026/08/05/techn…
Rick Carew retweeted
Join us in Omaha for a Robotti and Fordham Gabelli School gathering during Berkshire Weekend! The event will feature a panel discussion on the Berkshire Annual Meeting and general market outlook featuring Curtis Jensen, Chris Bloomstran, and myself. I look forward to seeing you there! Register Here: eventbrite.com/e/robottiford…
Rick Carew retweeted
Looking for international research analysts for a $1B+ global tech fund. Distributed team across EM markets. Strong fundamental research skills required. DM me if you know someone who fits.
Rick Carew retweeted
Ruane Cunniff’s Acacia Fund, started in the 1980s, has quietly built one of the longest-running and most consistent track records in investing.
Greg Alexander and Acacia have stayed intensely private. Little is written, few interviews exist, and capital has compounded far from the spotlight. Even Warren Buffett once pointed to Alexander as one of the most talented investors he’s encountered.
It’s a powerful reminder: some of the best investors don’t seek attention, they avoid it!
Let’s dive in.
Rick Carew retweeted
My 2026 Investing Research Stack.
I’ve curated 25 essential tools to upgrade your research workflow this year (Free & Paid).
The full list below👇
1. Fundamental Data & Filings (The Bedrock)
Best-in-class for searching SEC filings and earnings transcripts instantly: @getBamSEC
My go-to for global financial data, transcripts, and valuation metrics: @theTIKR
Plugin to pull historical financials/live data directly into Excel & Google Sheets: @wisesheets
Visualizing 15+ years of historical financials (mostly free): roic.ai/
Calculate true long-term stock returns instantly (dividends reinvested + inflation adjusted): totalrealreturns.com/s/VFINX
2. Tracking "Smart Money"
The easiest way to track superinvestor portfolio changes and 13Fs: dataroma.com/m/home.php
Tracks the latest hedge fund letters: @buysidedigest
Screens for C-Suite insider buying (cluster buys, opportunistic trades): openinsider.com/
I maintain a curated list of 70+ high-quality funds to follow (updated every year): xitter.cf/InvestSpecial/status/1…
3. Market Mechanics & Shorts
Check historical/current borrow rates and share availability (IBKR data): iborrowdesk.com/
Quick check for short interest data on US-listed names: shortsqueeze.com/
Real-time look at the order book. Shows top bids/asks and volume on Cboe exchanges: cboe.com/markets/us/equities…
4. Idea Generation + Company/Industry Research
valueinvestorsclub.com (Global).
@smartkarma (Asia-Pacific)
@MicroCapClub (International).
@SumZero (Global)
@joinyellowbrick Newsletter aggregator highlighting best ideas from the blogosphere/Twitter.
@DealintCB Must-follow for tracking merger announcements globally.
5. Global Forums Investment Forums.
Fantastic tools to fast-track your research, especially in foreign markets.
wallstreet-online.de (Germany) hotcopper.com (Australia)
advfn.com (UK)
lse.co.uk (UK)
6. Bonus Sources
Historical RINs and LCFS prices (free). This one is for all $CLMT $DAR investors: epa.gov/fuels-registration-r…
The best free source for energy prices, S&D numbers, and crack spread inputs: eia.gov/petroleum/supply/wee…
The most complete list of “Funds to Follow” I’ve shared yet.
Top 70 with consistently high-quality investor letters.
Great for idea generation, context building, and sharpening your process.
👇
1. @alluvialcapital (Value + Special sits)
2. @eriksen_tim (Value + Special sits)
3. @LaughingH20Cap (Value + Special sits)
4. @CapitalVoss (Value + Special sits)
5. @LuisVSanchez777 (Value + Special sits)
6. @JonCukierwar (Value)
7. @GreenhavenRoad (Value)
8. @hkuppy (Value + Special sits)
9. @GreystoneCap (Value + Special sits)
10. @HarvestLaneAM (Special sits)
11. @CaptnKirk13 (Value + Special sits)
12. @gbcvalue (Value + Special sits)
13. @CBfunds (Special sits on debt)
14. @Mc_Partnerships (Value + Special sits)
15. @aaronjsallen (Value)
16. @AtaiCapital (Value)
17. @UpslopeCapital (Value)
18. @East72Dynasty (Value)
19. @CurreenCR (Value)
20. @BumbershootHlds (Value + Special sits)
Rick Carew retweeted
Reminder to all undergraduate investment clubs/aspiring stock pickers, the deadline to submit an idea for the Alta Fox Stock Competition is January 31, just two weeks away! Details below:
altafoxcapital.com/events
I'm a big fan of the investment style of Connor and @AltaFoxCapital. This is an amazing opportunity for a recent graduate to jump from investment banking to a growing, smart outside firm. ⬇️
Alta Fox is hiring for a full-time junior research analyst in our Connecticut office. This is a great role for individuals with a passion for the public markets that have 1-4 years of work experience coming from investment banking, sell-side equity research, or asset management. More information here: altafoxcapital.com/junior-re…
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Rick Carew retweeted
Alta Fox is hiring for a full-time junior research analyst in our Connecticut office. This is a great role for individuals with a passion for the public markets that have 1-4 years of work experience coming from investment banking, sell-side equity research, or asset management. More information here: altafoxcapital.com/junior-re…
Rick Carew retweeted
Great to talk all things China and AI on Morning Brief: Market Sunrise earlier on @YahooFinance with @rickcarew
Rick Carew retweeted
7 minutes 'til go-time! ⏰ Another packed Morning Brief: Market Sunrise on
@YahooFinance - the looming government shutdown, more tariff announcements and I'll tell you about a stock that has surged more than 1,700% in under 24 hours - plus @rickcarew joins us to talk China & tech
Rick Carew retweeted
🚀 New Interview!
We explore Prof. @rickcarew's views on AI in Value Investing with case studies on $BABA and $TCEHY.
👇 Watch/Listen
🔹 Website: value-bridge.co
🔹 Spotify: open.spotify.com/episode/3Ao…
🔹 YouTube: youtu.be/3-sFhk3g6b0
Rick Carew retweeted
How has value investing evolved?
@rickcarew discusses with case studies on $BABA and $TCEHY.
Full interview drops tomorrow at 8 AM UK time⏰
🔗 youtube.com/@Value-Bridge-co
Rick Carew retweeted
Tencent Posts Earnings Beat as AI Buoys Game, Ad Businesses—The company’s core gaming business maintained solid momentum
@QinSherry
wsj.com/business/earnings/te…
wsj.com/business/earnings/te…
Rick Carew retweeted
Ladies and gentleman, it is Morning in America for event-driven investing. Dust off your old copy of Joel Greenblatt's classic.
You Can Be a Stock Market Genius: Uncover the Secret Hiding Places of Stock Market Profits a.co/d/8q1TuMn #Amazon via @Amazon
RT @BobRobotti: Thank you to everyone who came to our Robotti Value Live event at the Markel Reunion. It was a please seeing everyone and s…