some updates also a few late additions to 2017 section
For 2017
SORRY! This content is exclusively for paying members. If you are subscribed and having an account error please clear cache and cookies if that does not work email [email protected] or click Chat.
|
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
Below is our quarterly 13F roundup for high-profile hedge funds. The position data is based on filings submitted for the quarter ended June 2021. Q2 2021 hedge fund letters, conferences... Read More
At the beginning of March, South Korean e-commerce giant Coupang made its market debut on the New York Stock Exchange. The company said it had priced 130 million shares... Read More
Elizabeth Lilly, Mason Hawkins and Seaspan notes from the 2018 Ivey Ben Graham Value Investing Conference in Canada from April 2018. More coverage here. Also check out our Sohn Conference notes... Read More
It's no secret that most hedge funds have had a particularly difficult year, and now that we have 11 months of data, it's become clear that 2018 is the... Read More
Full notes of Ken Griffin, Dan O'Keefe, Chris James, John Rogers, Mark Lampert, Vivien Azer, Vivian Lau, Constance Freedman, Philip C. Ordway and Jeremy Schiffman's presentation from the 2018 Invest... Read More
Falling into a value trap is one of the biggest risks value investors face. Unfortunately, there is no set framework for analyzing and discovering traps or even a fixed... Read More
Up 7.32% year to date, Horseman Capital Management Investment Manager Russell Clark feels a bit like his admonishments have been ignored. The bearish manager of the Global fund has... Read More
Ahead of his next big epic short tomorrow (stay tuned for that) we spoke to Gabriele Grego, founder of Quintessential Capital. Listeners can find the full audio embedded below.... Read More
In April of this year, Martin (Marty) Whitman who was considered to be one of the greatest value investors of all time, sadly passed away. He left behind the... Read More
Now that 2018 is over, many hedge fund managers are read to close the book on it. For some, including Pabrai Investment Funds, the losses were sizeable. In his January... Read More
