some updates also a few late additions to 2017 section
For 2017
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Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Prior to ValueWalk, Jacob was VP of Business Development at SumZero. Prior to SumZero, Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and three kids in Passaic NJ. - Email: jacob(at)valuewalk.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I have a few existing holdings from years ago, but mostly mutual funds and some ETFs. I also own 2.5 grams of Gold
Masayoshi Son, the founder and chief executive officer of tech/finance conglomerate Softbank, splits opinions. On the one hand, some investors and analysts believe that his strategy of throwing billions of... Read More
This story was actually scooped last night by Mario Gabelli on Twitter and we promptly realized the signifigance and RTed it. It was not reported by the media today,... Read More
As the final trading days of the year tick down, traders and investors are starting to look into the New Year with concern amid whispers about when the next... Read More
Excellence In Investing Notes - Sohn Conference October 29th 2018 - see below for a summary more coming soon Next Wave KeithJJ / Pixabay Marcello Desio - Lucha Capital Management -... Read More
Maintaining your focus on value opportunities could be crucial after the market’s rebound Q1 2020 hedge fund letters, conferences and more The S&P 500’s rebound over the past month means that... Read More
Detailed notes of John Khoury, Li Ran, Jeffrey Gundlach presentation from the 2018 Sohn Conference. Q1 hedge fund letters, conference, scoops etc Please see full notes (for subscribers) here Excerpt Li Ran Please join... Read More
Framing investing as betting makes it seem real and puts the mind in thinking of probabilities and outcomes. Today two basis points: 1) most mutual assets today currently bad... Read More
It is 20 years since Chase Coleman launched his hedge fund, Tiger Global, with a seed investment from legendary hedge fund manager Julian Robertson. During this time, the firm... Read More
We have listened to reader advice and now have the ability to sort quarterly hedge fund letters by date and by letter, so you know when this was last... Read More
Charlie Munger is considered to be one of the world's greatest investors, alongside his business partner and longtime friend, Warren Buffett. Q1 hedge fund letters, conference, scoops etc Munger's approach to... Read More
