Stock Specialist brings investors diligent research and meticulous attention to detail.
Our company employs a diverse group of professional analysts specialising in covering a wide range of sectors and companies.
Our reports aim to make research accessible to all types of investors, from beginners to advanced, by presenting our analysis in a clear and straightforward manner.
Meet The Team
Mark graduated with a double degree with a Bachelor of Applied Finance and a Bachelor of Commerce Professional Accounting from Macquarie University.
Mark has been influential in the financial services industry in Australia. He has been the Wealth Manager at Australia’s top boutique financial firms and comes with a strong background in funds management and stockbroking. Mark has worked with thousands of Australia’s value investors adding value through his unique research and analytical methods.
Mark has been an active member in the healthcare space raising capital over $50 Million for a variety of unique Pre-IPO opportunities listing on American Exchanges.
Karan Graduated with a Bachelor of Commerce with a Major in international business. Karan began his career at one the largest IT firms worldwide - Tech Mahindra, where he was influential in strategy execution across the United Kingdom. This company is listed on the NSE with a market capitalisation of 534.4B
In Australia, Karan worked with Australia’s leading financial Firms having been recognised as having excellent investor management skills and a strong understanding of fundamental analysis.
Karan has been actively involved in aiding the commercialisation of Healthcare assets allowing these assets to be listed on the largest exchanges in the world.
International Markets Correspondent
Anthony is an experienced Chief Executive Officer with a demonstrated history of working in the financial services industry. Skilled in Mutual Funds, Management, M&A, Trading, Financial Analysis and modeling. Strong business development professional with an MBA focused in Finance.
Anthony has achieved monumental success in the financial industry. In the early stages of his career, Anthony developed the research models used to invest approximately EUR3 billion and Researched and invested in European Financials (real estate, banks, holding companies, asset managers), Industrials and Luxury Goods Sectors.He and his team outperformed the Eurostoxx index by approximately 4% per year.
Anthony has also worked for Merrill Lynch and is a Board Member of the Investment Committee of the Merrill Lynch Pension Fund.
Head of Research
Mark is one of our valued investment analysis contributors. He has over 20 years of corporate finance experience in prestigious global and national leaders in investment banking including Goldman Sachs, Marks & Spencer and Tabcorp. He has extensive expertise in financial analysis, investment evaluation and commercial decision making, particularly within technology focused businesses.
In 2017, Mark shifted to managing personal investments full time and remains dedicated to detailed company research and financial evaluations. Mark holds a bachelor of Business (Accountancy) from RMIT and is a qualified member of CPA Australia.
Mr. Gaurav Barick is a proud alumnus of Indian Institute of Foreign Trade, New Delhi & an Investment Banker specialized in Valuation, Private Equity, FDI, Equity Research, Portfolio Management and M&A.
Mr Barick is having almost 10 years of Investment Banking & Policy Making experience with top Public and Private sector organizations. Emerging Economies are one of its core strategic areas for conducting Research, Investment, Cross-border acquisitions, FDI & Valuation.
Currently Gaurav is working on many initiatives covering US, UK, Russia, India, Brazil, Singapore & South Africa. During the 10- year tenure as an Investment Banker, he has completed more than 700 Valuation & more than 30 Merger & Acquisitions across different Context & Industries.
Troy is a financial services veteran with over 20 years’ worth of experiences in advice construction and investment management.
Troy has worked in all aspects of financial services whether as a Responsible Manager for multiple AFS licensee businesses, Compliance Manager, Head of Advice, Head of Paraplanning, and other advisory board capacities.
Troy Hold a Bachelor Degree in Management from the University of Newcastle. He also holds various qualifications in Finance particularly for individuals with self-managed Super Funds.
Hersh is a world-class technical analyst, using charts and indicators to detect common technical patterns, to identify entry and exit points within the ASX and international markets.
Hersh has completed his Masters in Investments and Derivatives from Australian National University, Canberra. Hersh Holds numerous educational qualifications in Machine Learning with Python, Data Analysis with Python, Data Science and AI.
Hersh has held various roles trading bonds and derivatives and has worked at various companies such as NAB, Keystone and Deloitte. Hersh has also held roles as a Quantitative Analyst.
Valerie graduated with a Bachelor of Business with a major in Finance and Economics from the University of Technology Sydney. Valerie has also completed a Bachelor of Mathematics.
Valerie's role involves formulating policies, managing daily operations, and planning the use of materials and human resources.
Investor Engagement Manager
James graduated with a Bachelor of Business with a Major in Economics from the Swinburne University of Technology. James is responsible for engaging and managing the relationship with potential and existing investors that are looking for undervalued market opportunities within the Australian and international markets.
James is passionate about building long term relationships with qualified individuals and is a dedicated professional focusing on customer engagement and relationship management.
Adam Completed his Bachelor of Political Science from Macquarie University Sydney. Adam has held various management roles at Coca-Cola Amatil and Phillip Morris International.
Adam has a passion and appetite for investments across a variety of asset classes and equity sectors. Adam holds knowledge and expertise in valuation and financial analysis.
Jacob graduated with a Bachelor of Economics with a Major in Economics and Finance from Macquarie University. Jacob has a passion for investing and financial markets and previously worked in financial planning before joining Stock Specialists.
Jacob works closely with our senior analysts to identify undervalued opportunities in the market. Jacob also helps with analysing Stock Specialist business performance and market conditions to create forecasts and helping senior management make tactical and strategic decisions by providing periodic reports.
Ben provides solutions to our firm, advisers, and investment managers, as well as platform solutions for our clients/investors.
Ben implements best-practice methods to enhance our clients’ experiences and he has held Senior Adviser and managing partner roles within the financial services industry.