Stay tuned for more from IRA Sohn Conference which took place on October 29, 2018 in San Francisco. All content will be posted at this link and in our Q3 letters archive so stay tuned.
Check out our coverage of Invest For Kids 2018 Conference here
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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
Key Points In 2014, the S&P 500 Index’s dividend (1.9%) + buyback (2.9%) yield = 4.8%, but this yield was not realized by investors. As in most years, in 2014 issuance... read more
SEC Crackdown .. After hearing much behind the scenes chatter as well as on the record statements last year on a forthcoming Securities and Exchange crackdown on industry practices... read more
Ira Sohn London: Chris Hohn, The Children's Investment Fund Trade Idea: Aurizon, EADS Price Target: Valuation: EADS NV (EPA:EAD) at only 10x 2015 earnings could move up to a similar valuation... read more
The Cost of Entrenchment by The Activist Investor Entrenchment brings many costs. We think of all manner of indirect costs when executives appoint directors and control the election process.... read more
Market Levels US: Dow Futures: 13274.00 (0.28%), S&P 500 Futures: 1430.90 (0.32%), NASDAQ Futures: 2792.00 (0.27%) Europe: CAC: 3491.91 (-0.40%), DAX: 7221.05 (0.10%), FTSE: 5776.09 (-0.30%). Asia-Pacific: Australia: 4325.80 (-0.18%),... read more
For decades on Wall Street, “Black Monday” has meant October 19, 1987. Despite the many difficult days since then — the 1998 currency panic, the 2001 terrorist attacks, the... read more
Chinese hedge funds posted some of the best returns of the hedge fund industry in 2017 according to data from hedge fund data provider Eurekahedge. According to the latest Eurekahedge... read more
Morning Market Update Stocks that are expected to trade actively in U.S. markets on Tuesday include: Apple Inc. (NASDAQ:AAPL), Health Management Associates Inc (NYSE:HMA), Lennar Corporation (NYSE:LEN), Navistar International Corp... read more
In July, the market's most commonly used measure of volatility, the VIX, plunged to a 23-year low of 9.04, the lowest level since December 1993. As Reuters pointed out... read more
Get The Full Series in PDF Get the entire 10-part series on Charlie Munger in PDF. Save it to your desktop, read it on your tablet, or email to your... read more
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