Luke Beteag
Business Student | Value Investor | Early-Stage Startup Operator
- Role
- Bookkeeper at Forebrain Technologies Inc
- Location
- Lake Forest, CA, US
- LinkedIn followers
- 500 followers
About Luke Beteag
Business Administration student and active value investor deeply inspired by Benjamin Graham’s philosophy and the principles practiced by renowned investors like Tweedy Browne, Bob Robotti, Donald Smith and David Einhorn. My approach centers on intrinsic valuation and fundamental analysis—utilizing DCF modeling and classic Graham metrics such as price-to-book, robust free cash flow, strong balance sheets, and a clear margin of safety to identify undervalued stocks.Most recently, I invested in Scandinavian Tobacco Group A/S, selected for its attractive price-to-book (P/B) valuation—buying a dollar for 80 cents—strong free cash flow, and healthy fundamentals. My evaluation also considered consistent earnings, a prudent capital structure, and clear signals of intrinsic value and risk control.Recently executed a targeted short position in MicroStrategy (MSTR) during a period when its market price was trading at double its net asset value (NAV). By strategically purchasing BTC as a direct hedge, I capitalized on the valuation disconnect between MSTR and spot Bitcoin, closing the position profitably as MSTR’s premium narrowed to 1.1x NAV. This trade demonstrates my rigorous valuation analysis, disciplined risk management, and ability to identify and exploit arbitrage opportunitiesAs a student of finance, I continually refine my methods and seek to contribute value-driven insights. I’m open to connecting with professionals in corporate finance, equity analysis, and investment research. I thrive on continuous learning, approaching everything with discipline and curiosity, actively pursuing new opportunities to apply and expand my skills in finance, analysis, and investment research.
Experience
Bookkeeper
Aug 2025 — Present
Process invoices and monitor payment schedules, improving cash flow reliability and reducing late payments.Collaborate with management to streamline monthly reporting, ensuring financial clarity for decision-making.
Education
California State University San Marcos
Bachelor of Business Administration - BBA, Business Administration and Management, General
2026 — 2028
Saddleback College
Business Administration, Finance, General
2026
Irvine Valley College
Business Administration, Finance, General
2026
Crean Lutheran High School (CLHS)
High School Diploma
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