Rough notes from Matthew Knauer'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
Nishkama Capital Q1 Letter: Short AlphabetÂ
Nishkama Capital, the hedge fund founded by former Soros Fund Management analyst Ravee Mehta, returned -1.4% net in the first quarter of 2016, slightly... Read More
Unfortunately, quality value stocks are getting harder and harder to find in this market, as investors become ever more upbeat about the United States' economic outlook. However, investors are... Read More
Brazilian federal police are interested in talking to political officials about potential corruption involving the state-run oil company, Petrobras, as the stock is downgraded by two firms.
Treasurer of Brazil's... Read More
Â
Strategy Analytics has released a report this morning revealing that Apple Inc. (NASDAQ:AAPL) has sold more than 250 million iPhones since the device was first released almost five years... Read More
Black Bear Value Fund performance update for the month ended April 30, 2019.
Q1 hedge fund letters, conference, scoops etc
Dear Partners and Friends,
The Fund returned +6.2%, net, in April.  YTD +6.2%,... Read More
Free Money - This Incredibly Reckless Policy Is Gaining Momentum by Hard Assets Alliance
I was sure I misread the title, because everyone instinctively knows this policy is a bad... Read More
NGO Reports Illegal Gold Imports By Refiner by Paula Dupraz-Dobias, swissinfo.ch
Swiss and Peruvian authorities are working on a case involving a Neuchâtel refiner, Metalor, for suspicion of money laundering... Read More
Peter Cundill: Discount To Liquidation Value via Jason Boole, Boole Microcap Fund
There's Always Something to Do: The Peter Cundill Investment Approach
This weekend I read a fascinating book, There's Always Something... Read More
A report out Monday by Macquarie may be comforting to jittery stock market investors blasted by rough market volatility again. The report pointed to a measured pace of economic... Read More
