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
Like a school of fish or a flock of birds, computer robots can now organize themselves into a formation to achieve a specific goal – all without human involvement.
Harvard... Read More
The U.S. Securities and Exchange Commission is reportedly examining whether mutual fund managers are dipping more deeply than allowed into their investors’ money to pay brokers who distribute the... Read More
Switzerland's Financial Centre Reforms Are A Work In Progress by Andreas Keiser, swissinfo.ch
In the last few months Switzerland has made progress in making its financial centre internationally compliant. Key areas... Read More
As 150 heads of state, including U.S. President Barack Obama and Chinese Premier Xi Jinping, walk on stage at the Paris climate conference, it might be the island nation... Read More
Tesla's cash flow problems have been well-known for years, but despite that, the company's stock and even debt have been in popular demand, although both are declining this year.... Read More
GrizzlyRock Capital On Credit Investing [Pt. 3]
This is the final part of a three-part interview with Kyle Mowery, Managing Partner of GrizzlyRock Capital. This interview is part of ValueWalk’s... Read More
Last year, Citigroup Inc (NYSE:C) bought up Capital One Financial Corp. (NYSE:COF)’s $7 billion Best Buy card portfolio for an undisclosed price; though the parties to the transaction said it... Read More
Every afternoon ValueWalk provides an update on global market levels, economic news, and hedge fund news.
Market Levels
 * US: Dow: 13092.69 (0.36%), S&P 500: 1397.64 (0.35%), NASDAQ: 3067.88 (0.15%)
* Europe:... Read More
Volatility mean reversion is at play. And it could continue into August, a Bank of America Merrill Lynch report says.
Don’t worry about risk parity and volatility targeting programs exacerbating the... Read More
