ValueWalk's Raul Panganiban interviews Nelson Wu, the founder of OpenSquare Capital. In this part, Nelson discusses the disconnect between the fundamentals, physical and financial markets, investments in the oil sector, pure play LNG company, biggest risks the natural gas sector is facing, and Apple's phone sales and hardware solution service.
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
The Mirage Of The Financial Singularity by Robert Shiller, Project Syndicate
H/T Young Money
NEW HAVEN – In their new book The Incredible Shrinking Alpha, Larry E. Swedroe and Andrew L.... read more
A Bright Light On China's Reform Agenda by Ryan Rutkowski, Matthews Asia
It is easy to get lost in the daily analysis of China's economy and lose sight of some... read more
In a market environment where Goldman Sachs says finding and distinguishing investment value amidst increasingly low price dispersion in a quantitatively driven, stimulus led world comes former Miguel Fidalgo.... read more
As I covered in the first part of this series, in 1970, Bill Ruane set up the Sequoia Fund after receiving encouragement from Warren Buffett, who had decided to... read more
Michael Lewis' Flash Boys, a book with the difficult task of turning a mass audience on to the dry topic of high frequency trading, is having a bigger impact... read more
On Tuesday, Chrysler Group LCC reported September sales of 142,041 vehicles, a 12 percent increase over sales in September 2011. The rise in sales was spread across the company's... read more
Natixis SA (EPA:KN) (OTCMKTS:NTXFY) believe the most worrying development in the French economy is the long-run decline in corporate profitability. An extrapolation of the trend leads fairly rapidly to an unsustainable low... read more
Yesterday, the UAE accused Qatari jets of intercepting a commercial jet bound for Bahrain. Qatar denied the charges, but whether true or not, the event is a reminder of ... read more
Mediamodifier / Pixabay
Famed short-seller Andrew Left and his firm Citron Research are now taking aim at Nigeria-based Jumia Technologies, which some refer to as Africa's Amazon. Unsurprisingly, the sell-side... read more
A high level panel reporting to the Group of twenty has revealed that the world's largest banks are struggling, and often failing, to implement financial rules designed to patch... read more
