James Berman

How do you define the central theme. I can see myself as an investor in a startup company. Learning that I might not receive returns from my investment and that the money I put up is at risk.

What did you think of the ending? I liked the last minute advice and the repeat of the main part of the book. “If something sounds too good to be true, it usually is.”

Does the author present information in a way that is interesting and insightful? All information is presented as interesting. The show more insight provided by the author will help so many people if they take the time to read this short but very informative and interesting book.

Disclosure: I received a review copy of this book from the author. show less

Synopsis:


Written for aspiring investors of all ages, Lessons from the Lemonade Stand explains everything you need to know in the context of that most classic of all American businesses: the corner lemonade stand.
 



Rooted in the fundamental truth that “common sense is the best investment tool,” the book slices important concepts into simple sections, sweetening
them with folksy, easy-to-read language. 



The trials and tribulations of lemonade stand owner Lucinda highlight every show more concept from interest rates to retirement accounts to leverage. Learn investment basics as you follow Lucinda Lemonade Inc.
along its sweet (and sometimes sour) journey as a start-up, from the squeeze of the first lemon to its initial private equity deal and its eventual foray into tech, all in the tidy town of Lemonville.



Entertaining and fun, Lessons from the Lemonade Stand supplies readers with the ingredients they need to become savvy investors.






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Author Bio:




James Berman is the president and founder of JBGlobal.com LLC, an SEC-registered investment advisory firm specializing in asset management for high-net-worth individuals and trusts. With over 16 years of experience managing client portfolios, Mr. Berman is a specialist in value investing and asset allocation. As the president of JBGlobal LLC, the general partner of the JBGlobal Fund LP, Mr. Berman manages a global equities fund that invests in the United States, Europe, and Asia.

Mr. Berman is a faculty member in the Finance Department of NYU (SCPS Division), where he teaches corporate finance. He also serves as subadvisor to Eitan Ventures LLC, a venture capital fund based in New York.



Mr. Berman has appeared on CNBC, the Fox News Channel, the Cavuto Show, and the Fox Business Channel and is frequently published and quoted in a variety of publications, including the Wall Street Journal, Barrons, Fortune, Bloomberg, and CNN Money. As a regular blogger for the Huffington Post, he covers financial topics ranging from hedge funds to the economy. He writes a monthly interactive investment letter, the Berman Value Folio, a Forbes/Trefis publication.



Mr. Berman received a BA (magna cum laude, Phi Beta Kappa) from Harvard University and a JD from Harvard Law School.



James Berman's Website

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