Ice
06 May

2019 Sohn Investment Conference Notes: Spencer Glendon, Probable Futures – Short Florida Man

Rough notes of Spencer Glendon, the Founder of Probable Futures from the 2019 Sohn Investment Conference which took place on the 6th of May.

See our full coverage of the 2019 Sohn Investment Conference here.

Q1 hedge fund letters, conference, scoops etc

SORRY!

This content is exclusively for paying members. Access all of our content on including years of timeless investment news and in depth analysis for only a few dollars a month by signing up here while also supporting quality content and journalism, or learn more about our premium content here

If you are subscribed and having an account error please clear cache and then cookies if that does not work email support@valuewalk.com and we will get back to you as quick as humanly possible

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

Related Posts

03 May

Credit Suisse: Central Bank of Russia "Cracking" Under Pressure

By

Russia’s central bank may be “cracking,” A Credit Suisse report claims. When the Central Bank of Russia (CBR) surprised markets in its April 28 meeting by more sharply cutting... read more

Paul Lountzis
23 May

Paul Lountzis’ Research Strategy Developed As A Ruane, Cunniff Analyst

By

Paul Lountzis founded Lountzis Asset Management, LLC in October 2000 after leaving Ruane, Cunniff & Goldfarb Inc, where he was employed as an analyst from 1990 through 1999 and... read more

Dow Jones Industrial Average's Valuation
28 Apr

Model Vs. Market: The Dow Jones Industrial Average's Valuation

By

Model Vs. Market: The Dow Jones Industrial Average's Valuation by TagniFi At TagniFi we’re big fans of the discounted cash flow model as a tool for equity valuation. We’ve run... read more

Volkswagen
05 Oct

Volkswagen & Ferrari : Alpine Twins In Valuation Only

By

Volkswagen: Alpine Twins In Valuation Only by Greenwood Investors Summary: We’ve had a lot of back & forth with our friends and investors about the Volkswagen diesel scandal and the... read more

04 Jul

Silver Trading Surge Crushes Gold/Silver Ratio as Brexit Spurs Central-Bank QE Expectations

By

Submitted by Adrian Ash, Bullion Vault on Mon, 07/04/2016 - 13:50 SILVER TRADING sent prices shooting higher overnight Monday, touching 2-year highs above $21 per ounce as Asian stockmarkets also... read more

10 Apr

Moody’s: Local US Governments Stable, but Pension Burden Swelling

By

While the S&P CoreLogic Case-Shiller National home price index ticked up only 0.05% for the month of March 2018 the index has indicated the US property market is stable... read more

Rise in valuations
20 Jan

U.K. Equities At Mid-2000 Valuations Amid Fears Of Brexit

By

With 25% of U.K. equities offering a dividend yield above the corporate bond yield, U.K. equities offer very good value versus bonds, reports Goldman Sachs. Sharon Bell and team said in their... read more

Top 20 hedge fund managers Bill Ackman
26 Jan

Bill Ackman Joins All-Time Top 20 Hedge Fund Managers

By

Billionaire activist investor Bill Ackman has joined the ranks of the world’s top 20 hedge fund managers for the first time, following a stellar performance in 2014. His firm Pershing Square... read more

08 Jan

Hedge Fund Short Positions In Spain Just Disclosed

By

We have been waiting for Greece to disclose short positions in equities for a while now. The Greek regulatory authority,  Hellenic Republic Capital Market Commission, had banned short selling starting October 31st... read more

starboard value MeadWestvaco
20 Sep

Starboard Drops Opposition To Smithfield-Shuanghui Deal

By

Activist hedge fund Starboard Value has dropped its opposition to the $4.7 billion sale of Smithfield Foods, Inc. (NYSE:SFD) to Chinese meat processing company Shuanghui International, clearing the way... read more

Saved Articles
X
TextTExtLInkTextTExtLInk

Are you a smart investor? Join tens of thousands of sophisticated investor reading our authoritative free newsletter

* indicates required

Opt out of occasional 3rd party offers


Congrats! Are you a smart person? We have a limited time offer for sophisticated and loyal readers like yourself.

Sign up today and get three months free

Use coupon code VIP19 or click on the button below

Limited time offer only expires 8/31/2019 or next 30 now just 7 subscribers whichever comes first – please do not share this discount with others

 

0