Notes from Frank Bisignano, the Chairman and CEO of First Data, presentation at the 2019 SALT Conference called "Connecting The World: How Digital Payments Drive Entrepreneurship."
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
Many traditional value investors will shy away from company management. Traditional value investing, as taught by Benjamin Graham, is based on the idea that the numbers themselves should do... read more
Emerging markets hedge funds recorded total investments of $151 billion, after garnering over $1.8 billion during the first quarter of 2013.
Emerging Markets
According to the latest data from Hedge Fund... read more
The risk to insurers from climate change is significant. While climate change is a growth opportunity for new products, the increasingly unpredictable risks are problematic for the insurance industry,... read more
With the non-farm payroll report coming out on Friday, the market appears to be preparing for bear steepening (rising long-term rates) by increasing the net short position on short... read more
Bill Nygren the manager of the value oriented firm, Oakmark says in an interview with Morningstar that many growth companies are good buys now based on current valuation. The... read more
Continued from part one…...One of Arquitos Capital Partners’ core holdings is ALJ Regional Holdings.
Rebuilding the business
ALJ Regional Holdings has changed significantly over the past two years. During 2012, the... read more
S&P 500 Return on Equity rose by 32 bp in third quarter to reach 15.7%, reaching its highest level in the last year, points out Goldman Sachs in a... read more
While the conversation started with pension funds, if you get AQR Capital Management co-founder Cliff Asness and Vanguard Group founder Jack Bogle onstage together it’s inevitable that active management,... read more
Article by Paul Sonkin, Pitch The Perfect Investment
This post is the second in an ongoing series focusing on incredibly idiotic stories in the newspaper.
Get The Timeless Reading eBook in... read more
Morgan Stanley (NYSE:MS), the global financial services giant, was in talks with Qatar Investment Authority (QIA), a Qatari sovereign wealth fund, over the sale of MS commodities division, CNBC... read more
