Rough notes of Scott Goodwin, the Managing Partner of Diameter Capital Partners, 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
Social Justice, Prosperity, And Precious Metals
A question may go through the minds of some readers as they read many of the articles written by this "precious metals commentator." That... Read More
As we reported last week, institutional investors are increasingly turning to illiquid assets and active management strategies to combat macroeconomic trends, anticipated market volatility and diverging monetary policy, according... Read More
KG Investments Fund, the long/short equity hedge fund with $712 million of assets under management, underperformed the S&P 500 in August with a return of -2.5%.
Q2 2021 hedge fund... Read More
Japan has long been one of the value investors’ markets of choice. The country’s long-term bear market, stagnating economy and number of cash rich companies has created a wealth... Read More
Marshall Wace, which is among the ten largest hedge funds across Europe with $10.7 billion in assets under management, is doubling down on Japan. The London based hedge fund... Read More
With 12 to 15% growth, life insurance industry in India should be a USD350-400 billion market place by 2020, according to a senior exec at Metlife.
During an interview with... Read More
The administration of President-elect Donald Trump is shaping up to be as non-traditional as his political campaign. One of the significant points investors and presidential watchers should pay close... Read More
This is the first part of a multi-part series on Economic Opportunity Zones. The tax-efficient zones were brought in as part of the Tax Cuts and Jobs Act of... Read More
Facebook Inc (NASDAQ:FB) is facing a class-action lawsuit in Europe that could bring Facebook’s lack of privacy protection into focus.
Facebook violated Europe privacy laws by participating in NSA's spying... Read More
Buying good businesses at great prices are the core principles of Warren Buffett's investment strategy. But what does the Oracle of Omaha mean when he says he's looking for... Read More
