Farnam Street January 2019 Letter: My Charlie Story

22 Jan

Farnam Street January 2019 Letter: My Charlie Story

Farnam Street letter to investors for the month of January 2019, titled, "My Charlie Story."

Q3 hedge fund letters, conference, scoops etc

A few days after Christmas, I was sitting in the office when I received the most surreal phone call of my life. On the other end of the line was

SORRY!

This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here

If you are subscribed and having an account error please clear cache and then cookies if that does not work email support@valuewalk.com and we will get back to you as quick as humanly possible

Jacob Wolinsky

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

13 Oct

As Ackman 'Goes Public', He Dismisses Comparisons to Icahn

By Mark Melin

Bring on the Carl Icahn / William Ackman spread trade. Trading in shares of PSH, Pershing Square Holdings, was rung in by the fund’s founder, William Ackman, on Euronext’s Amsterdam... read more

CREW Herbalife Ltd. HLF Bill Ackman speaking

09 Jun

Ackman: Valeant A "Good" Roll Up Firm, Strategy Synergies

By Mark Melin

Bill Ackman was defending Valeant Pharmaceuticals Intl Inc (NYSE:VRX) (TSE:VRX) today, upon which he is dependent on for a high stock price to fuel his hedge fund’s involvement in... read more

Passive Investing IPOs Market Volatility

13 Aug

Post-Market Updates on GRPN, FMCN, JCP, VC, MNST, IR, GM, EBAY, C, BAC

By VW Staff

Every afternoon (and morning) we provide an update on global market levels, company news, economic news, and hedge fund news. Post Market Update Market Levels US: Dow: 13169.40 (-0.29%), S&P 500: 1404.11 (-0.13%), NASDAQ:... read more

28 Jul

This is an Amazing Expansion and Perhaps the Most Important GDP Figure in Years is Due Out Thursday

By Harrison Roger

On Thursday at 8:30 a.m., perhaps one of the most important GDP figure in a long time will be released - the advanced estimate of second quarter GDP growth... read more

30 May

Argentina Finishes Paris Club Negotiations, Swings At Elliott

By Mark Melin

As Argentina celebrates a “victory” at the Paris Club, its time to sober up because negotiations with Elliott might not be easy. Golf claps as Argentina completes negotiations with sympathetic... read more

24 Dec

IBRC Faces Uphill Battle In U.S., As Well As At Home

By Kieran Ball

As the first tranche of sales of the Irish Bank Resolution Corporation (IBRC) loan book auction concluded, it was looking as if the organization, placed into liquidation by the... read more

Nestle Dan Loeb Daniel Loeb third point capital hedge fund manager activist investor poison pen activism Yahoo corporate governance famous investors

21 Jun

Here's How To Zero-In On The Alpha Hidden In 13D Activist Filings

By Mark W. Gaffney

The 13D filing marks the beginning of the activist campaign, when an activist manager goes public with plans to enrich shareholders by closing the gap between an underperforming stock... read more

21 Aug

Market Crash 1929, Mystery Unraveled?

By Guest Post

By Wim Grommen In the twenties of the last century the world, and especially the United States, experienced an economical high. As a result of this, share and stock prices rose... read more

16 Jul

Health Management Associates Resists Glenview’s Board Shakeup

Health Management Associates Inc (NYSE:HMA), one of the nation’s largest hospital operators, is advising shareholders to reject the hedge fund Glenview Capital Management’s proposal to completely replace the existing... read more

01 Dec

Emerging Value Capital Management Interview [Pt. 1]

By Rupert Hargreaves

This is part one of a three-part interview with Ori Eyal, Founder and Managing Partner of Emerging Value Capital Management (EVCM). The interview is part of ValueWalk’s Value Fund... read more