Julius Juenemann
Verified Expert in Management Consulting
Management Consulting Expert
Encinitas, CA, United States
Toptal member since October 31, 2025
Julius is an equity analyst with over a decade of experience identifying undervalued stocks and consistently outperforming the market. A CFA charterholder, Julius brings deep expertise in valuation analysis, fundamental research, and strategic portfolio management. His institutional-grade research has been featured in two long-running investment newsletters and on Forbes.com.
Career Highlights
Certification Highlights
Case Studies
The Unconventional Fund from an Investing Legend Poised to Outperform
Looming Regulation Changes Poise HDSN for a Major Profit Rebound in 2025
EZPW Shines as Market Stumbles: Pawn Shop Demand Surges amid Jobs Jolt
Software Expertise
- FactSet
Other Expertise
- DCF Modeling
- Equity Research
- Equity Valuation
- Financial Analysis
- Financial Modeling
- Financial Writer
- Fundamental Analysis
Work Experience
Equity Analyst
Forbes
- Screened, researched, and recommended undervalued stocks for the Forbes Investor and Forbes Special Situation Survey newsletters by producing actionable research comparable to buy-side and sell-side equity reports.
- Built and updated DCF models to reflect market and company developments and reallocated positions based on valuation, catalysts, and macro conditions.
- Delivered a steady pipeline of three new stock recommendations each month for over a decade and authored more than 1,000 detailed updates and earnings reviews covering 45 to 55 active holdings across two portfolios.
- Authored more than 60 investment articles featured on Forbes.com between 2023 and 2024.
- Outperformed the S&P 500 by more than 64% cumulatively over an 11-year period, despite a mandate to recommend three new stocks each month.
Education
Bachelor's Degree in Finance
Leeds School of Business at the University of Colorado Boulder - Boulder, CO, USA
Certifications
Chartered Financial Analyst (CFA)
CFA Institute
Skills
Finance
Valuation Modeling, Equity Valuation, Fundamental Analysis, Equity Research, Financial Modeling, Corporate Finance
Output Software
Microsoft Excel, EDGAR
Data & Analysis Software
FactSet
Other
Financial Analysis, Investment Analysis, Financial Statements, DCF Modeling, Financial Writer, Accounting Principles, Portfolio Management, Business Research, Quantitative Analysis, Risk Management, Blogging, Fiscal.ai, Fixed Income, Derivatives, Behavioral Finance, ChatGPT
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