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
Apple Car and Barriers to Entry by Brad Cornell
The rumor that Apple is considering entering the car business is one more example of a central issue this blog has... Read More
Traditionally, I like to stay away from airlines; their earnings are unpredictable, they are highly dependent upon fuel costs, and fixed costs are high, which means the earnings are... Read More
Here is an excerpt from Reading the Markets on Lawrence Cunningham's Berkshire Beyond Buffett: The Enduring Value of Values followed by a little something on the book.
Warren Buffett is... Read More
How much cash does a company have and how much of that total cash can be accessed without being taxed (in many but not all cases)? Going by the... Read More
Max Heine was one of the great underappreciated value investors. After emigrating to New York during 1934, he immediately entered the securities business, and 15 years later he founded the Mutual... Read More
This is part three of five part series covering a rare interview Stan Druckenmiller gave to Barron’s, published on March 28 1988 in the Barron’s National Business and Financial... Read More
Low yields and fairly full equity valuations put pension funds in an awkward position. Too much reliance on Treasury bonds or other very low risk securities makes it hard... Read More
Having trouble finding value in today’s overvalued market? You’re not alone. Peter Lynch, the famous value investor who made a name for himself beating the markets in the 1980s... Read More
We’re not sure if author Michael Covel has a tattoo across his back of a trend in a market like Sugar, but suffice to say the man loves him... Read More
