Notes from the Value Invest New York which took place at the Metropolitan Club on the 4th of December 2018. The speakers provided valuable insights into the methods and approaches that have made them successful, commented on the investment climate and offer specific investment ideas.
Check out our coverage of:
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
Gold miners will have to counter the bearish environment for gold prices by a slew of measures such as management changes, downsizing exploration plans, rationalization of maintenance expense as... read more
Markets have entered a new world of “lower growth, low inflation along with volatile oil and turbulent equity markets,” notes recent UBS quantitative research. Get The Full Series in PDF Get... read more
George Soros' firm Soros Fund Management LLC boosted its stake in Herbalife, while some of the firm's top 20 investors liquidated their positions during the fourth quarter. Herbalife’s shares have... read more
One time money manager Meredith Whitney has a new role in the financial services industry that will test different muscles in her portfolio management skill set. Meredith Whitney to execute... read more
Since first highlighting the Ruby Tuesday, Inc. (NYSE:RT) opportunity last year, on October 17, the company’s shares have risen 27.3%, compared to the S&P 500’s gain of 19.7% over the... read more
Eric Sorensen is one of the last standing men of his generation. As one of the early quants, Sorensen, now 71, is the oldest quant researchers running a large... read more
Apple Inc. (NASDAQ:AAPL) has been targeted along with several of its app makers in a class action law suit over privacy concerns. The firms were targeted after it emerged that... read more
Short China? .... China has so much to learn about free markets. Like attacking an 85 year-old hedge fund legend who was only observing what was actively being discussed... read more
Jamie Dimon, chief executive of JPMorgan Chase & Co. (NYSE:JPM), is getting a raise after a year in which the firm paid nearly $20 million in regulatory fines. According to... read more
Last week the Intergovernmental Panel on Climate Change (IPCC) released its 'Special Report on Global Warming of 1.5 °C'. The long-awaited, highly anticipated report from the UN climate science... read more
Here’s a Tip: Read What Professional Investors Read
ValueWalk Premium is for investors looking to improve their investment process AND keep up-to-date on the latest industry trends.
It’s THE resource for value investing and hedge funds. 📈
And with a free three-day trial and $29.99 per month thereafter, it’s a value in its own right.
Sign up now. 👇
