Rough notes from Joshua Kushner's presentation at the Robin Hood Investors Conference 2018. Stay tuned for more from Robin Hood Investors Conference which took place on October 29, 2018 in New York City. All content will be posted at this link and in our Q3 letters archive so stay tuned.
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
As several of the largest banks are required to submit for approval a living will to regulators by July 1, Karen Shaw Petrou, noted regulatory analyst at Federal Financial... read more
“One key precursor for a recession has now fallen into place. Slowing productivity growth means that unit labor costs are now running well ahead of output price inflation… This... read more
Gary Shilling, the self styled independent economist and financial analyst, has reinforced his prediction that the US economy will fall into a new recession in 2013. He predicts that... read more
Providence Investment Management, a hedge fund management firm, which focuses on Mortgage-backed arbitrage Strategy (MBS), believes that the market from which it bases its hedging strategy can offer better returns.... read more
Despite the fall in deal volumes, the amount of value created by M&A in 2013 was well above the long-term average, highlight McKinsey analysts.
David Cogman of McKinsey, in his... read more
The long running feud between bond investors and Argentina, which recently defaulted on its government bond obligations, the second such default in 13 years, continues to rage, but this... read more
The serues in the fight between Passive Investing and active is continued Updated: Jul 14, 2017 by Rupert
US equities continued to reign as the most attractive investment market for investors... read more
Hayden Capital commentary for the third quarter ended September 30, 2018.
Q3 hedge fund letters, conference, scoops etc
Dear Partners and Friends,
Volatility is back. As I mentioned last quarter, Chinese A-share... read more
Warren Buffett’s Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) has had a pretty good start to the year. Net earnings per Class A share rose to $3,143 in the quarter, from $2,862 a... read more
Post Market Update
Every afternoon (and morning) we provide an update on global market levels, company news, economic news, and hedge fund news. Highlights for September 19th 2012 below:
Market Levels
US: Dow: 13578.00... read more
