Mark Roberts

Principal at Lookout Strategies

Mark Roberts is the founder of Off Wall Street, a leading independent research firm known for its contrarian equity insights and rigorous short sale analysis. He is best known for his prescient short recommendation on Enron and has spent decades guiding institutional investors through complex markets. Drawing on his experience in business, literature, and finance, Roberts delivers a rare perspective on market behavior and investor psychology. He lives in Duxbury, Massachusetts, and is an expert speaker on the art and mindset of short selling.


About

Mark Roberts is the founder of Off Wall Street, an independent equity research firm specializing in short sale recommendations for institutional investors. Over more than three decades, he built a reputation for clarity, rigor, and intellectual independence, providing deeply researched ideas to some of the world’s leading hedge funds.

Before launching his firm in 1990, Roberts ran a steel distribution business with his brother and worked as an analyst in both buy-side and sell-side roles. He also holds a master’s degree in French literature, an education that shaped his analytical instincts and his approach to framing complex ideas.

His call on Enron in May 2001—months before its historic collapse—brought national attention to Off Wall Street and cemented the firm’s place in the pantheon of contrarian research providers. At its peak, the firm covered more than 600 companies and became known for its discipline in identifying deteriorating fundamentals before consensus caught up.

In Off Wall Street, Roberts shares not only how he found opportunities to short overvalued companies, but also how he learned to recognize pattern, risk, and behavior in ways that most investors overlook. His work reflects a blend of lived experience, market history, and philosophical inquiry.

Roberts lives in Duxbury, Massachusetts, and remains an expert voice on the intersection of market psychology, financial analysis, and independent thinking.

Off Wall Street

How to Win at Short Selling by Betting Against the Crowd

Off Wall Street is a rare kind of investing book—one that blends real-world experience, personal history, and deep analytical wisdom to offer a clear-eyed approach to one of the most challenging corners of finance: short selling. Mark Roberts, founder of Off Wall Street Consulting Group, takes readers on a journey…

What is Your Authority Score?

Advantage Books
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.