Rough notes of Bihua Chen, the Founder and Portfolio Manager of Cormorant Asset Management, 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
Jeffrey Gundlach: "Life Is Great!" by Stephen B. Blumenthal, CMG Capital Management
By Steve Blumenthal
“Everyone has to think about what will happen to their wealth when interest rates change direction.”
–... Read More
When Eli Weinberg looks back on his life, it's going to be the "known unknowns" that he might most lament. The co-managing partner as SPO Partners and former Goldman... Read More
Citigroup Inc (NYSE:C) released its earnings report for the three months ended September 30 this morning before the market opened on Wall Street. The firm showed earnings of $1.02... Read More
There are two periods in history that might help as a guide to navigating current markets, according to legendary investor and trader Paul Tudor Jones.
Q2 hedge fund letters, conference,... Read More
As promised recently we are updating/cleaning the investor resource pages on a regular basis.
This week we've completed the renovation of Charlie Munger's resource page. In addition, we've updated Charlie... Read More
Five Things A Whistleblower Has To Say About Tax Havens by Jeannie Wurz, swissinfo.ch
Following the release on Sunday of the Panama Papers, former whistleblower Rudolf Elmer spoke with journalist... Read More
Most of the 17-basis-point increase in USD 3-month LIBOR levels since the end of June should be attributed to regulatory considerations and not to the Fed monetary policy, believe... Read More
Watch out for government to take a “back door” approach to stealth drug price controls. Such was the topic recently discussed at a Morgan Stanley dinner and put in... Read More
Paul Tudor Jones is a Wall Street legend. He founded Tudor Investment Corporation in the mid-1980s, after working on trading floors on Wall Street as a clerk, before becoming... Read More
How high is Google’s “moat” guarding its fortress holding on to their top position in search?
A 16-year old Indian boy apparently has bested Google at its own game –... Read More
