Rough notes of Ryan Heslop, Co-Founder and Portfolio Manager of Firefly Value Partners, from the 2019 Sohn Investment Conference which took place on the 6th of May.
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
Deer Park Road has built a reputation for itself as one of the best-fixed income hedge fund managers in the space over the past decade. The firm's flagship fund,... Read More
When Ray McKenzie was an executive director at Morgan Stanley, the buzz regarding a unique charity event in New York City that was growing too strong for him to... Read More
After JPMorgan Chase & Co. (NYSE:JPM) announced its plans to exit physical commodities, attention is turning towards Goldman Sachs Group, Inc. (NYSE:GS) and Morgan Stanley (NYSE:MS).
Last week, JPMorgan Chase &... Read More
JPMorgan Chase & Co (NYSE:JPM)Â earned the dubious distinction of the most job cutter title so far in 2013, heading a list of top 10 publicly-traded U.S. companies.
According to a... Read More
CF Industries Holdings, Inc. (NYSE:CF) announced its earnings results on Tuesday. The company reported $8.38 earnings per share for the quarter, beating the analysts’ consensus estimate of $7.64 by... Read More
It seems that finally, after several years of dismal performance, value is starting to make a comeback.
Get The Timeless Reading eBook in PDF
Get the entire 10-part series on Timeless... Read More
Apache Corporation (NYSE:APA)Â announced last week that it has plans to exit the Gulf of Mexico by selling its Shelf operations and assets to Fieldwood Energy LLC for a cash... Read More
In simultaneous fashion, Fed officials from around the country attack, while certain media defend the status quo, fight back efforts for transparency
The Federal Reserve is fighting back against Senator... Read More
Jessica Duong analyzes Europe’s phoenix-like revival as a private equity destination in Preqin’s April 2014 issue of ‘Private Equity Spotlight.’
From a region that faced notably negative investor sentiment last... Read More
