Investing in Jeffries (JEF)

Discussion in 'Stocks' started by 777, Apr 30, 2021.

  1. 777

    777

    Does anyone have insight into this investment banking firm (including the CEO) as a company and possible long-term investment?
     
  2. Are you buying the stock or opening an account? They’re a well respected investment bank. Seen as a larger boutique, they tend to punch above their weight.
     
    777 likes this.
  3. 777

    777

    Interesting in possibly buying more of the stock.
     
  4. 777

    777

    I noticed DISCA and VIAC on Jeffries books (last quarter statement) and wonder how much, if at all, they were affected by the recent big hedge fund blow up (?)

    Historically JEF has used good risk control and efficiently sailed through the financial crisis while their larger cousins needed bailouts to survive.

    Efficient reorganization of the Leucadia legacy portfolio (they overpaid a little) seems mostly over and they have agressively repurchased. I would have been even more agressive last year with buybacks.

    Handler, the CEO, seems sharp, has lots of stock, and has been at the helm many years. I am curious how across the board executive compensation/ stock options compares to peers: high, medium, low.

    Posting to learn from the thoughts of others who no doubt understand JEF bettrr than I do.
     
    Last edited: Apr 30, 2021
  5. ajacobson

    ajacobson

    Used to owned by Leucadia - suspect it still is.
     
  6. 777

    777

    Leucadia bought Jeffries.

    However, longtine Jeffries CEO Richard Handler runs the show, so effectively Jeffries took control of the Leucadia assets and organization.
    ______

    In the later years, the Leucadia portfolio was geared for an inflation ramp up that never came.

    Overall, the Leucadia founders were respected, even co-owning a business with Berkshire Hathaway known as Berkadia, but they did not work cheap and did well for themselves.
     
    Last edited: Apr 30, 2021