ValueWalk's Raul Panganiban interviews Mitchell Kovitz, Founder and Principal of Kovitz Investment Group, and with Joel Hirsh, Principal and Portfolio Manager at Kovitz Investment Group. In this part Mitchell and Joel discuss how their research process has changed,
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
European equities took a hit after last week’s ECB meeting, but sentiment has been turning more bearish for the last few months and Morgan Stanley’s market timing index (MTI)... Read More
Berkshire Hathaway Inc. (NYSE:BRK.A) (NYSE:BRK.B) doesn’t usually respond to criticism, preferring to explain its decisions in the company’s famous annual shareholders letter, but it seems that Mark Greenblatt at Scripps... Read More
Former FDIC Chair Sheila Bair, known as a financial reformer and sharp critic of Wall Street’s revolving door, is distancing herself from a handful of financial engagements that had... Read More
Greenwood Investors letter to investors for the third quarter ended September 30, 2017; titled, "The Other Side Of The Trade."
Teton Capital - Want To Find Good Shorts? Look... Read More
The fourth quarter of 2018, especially December, is shaping up to be a sort of measuring stick for hedge fund returns. We’ve been keeping track of the relatively short... Read More
Nevsky Capital, the London-based $1.5 billion equities fund run by Chief Investment Officer Martin Taylor and co-manager Nick Barnes, announced this week that it is closing its doors for good and... Read More
Despite 2013 being touted as the year for M&A and LBOs, barring a few large deals, the year is yet to witness a significant uptick.
Erin Lyons and Swati Verma... Read More
The global economic cycle is starting to turn, but political shocks risk undermining the whole recovery according to Credit Suisse’s Global Strategy research team lead by James Sweeney.
According to... Read More
Mario Gabelli’s mutual fund Gabelli & Co. has lodged an objection with Clear Channel Outdoor (NYSE:CCO) after a decision by that company to move up to $1 billion in... Read More
Carlson Capital's Black Diamond Arbitrage returned 1.3% in December and 8.4% for 2021 as a whole, according to a copy of the fund's full-year letter to investors, which ValueWalk... Read More
