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
Puerto Rico's access to capital markets is once again in question now that it has passed the Puerto Rico Corporation Debt Enforcement and Recovery Act, which allows for key... Read More
Giant Rail Projects Cost Billions And Tank Transit Ridership
We've passed peak transit
“Billions spent, but fewer people are using public transportation,” declares the Los Angeles Times. The headline might have... Read More
Founded by Mario Gabelli back in 1976, GAMCO Investors, which now manages some $40 billion, is a traditional value firm. The asset manager is seeking companies valued in public... Read More
Continued from part one...
Q1 hedge fund letters, conference, scoops etc
Abrams and his team want to understand the fundamental economics of every opportunity because, "It is easy to tell what... Read More
Nearly ten years on from the start of the financial crisis and it looks as if the recovery is well and truly here.
According to Bloomberg, the second quarter was... Read More
Morning Market News
Stocks that are expected to trade actively in U.S. markets on Friday include: JPMorgan Chase & Co. (NYSE:JPM), Wells Fargo & Co (NYSE:WFC), The Gap Inc. (NYSE:GPS),... Read More
In news that shouldn’t be news for those on the inside of Wall Street, a new study concludes economic elites with an organized lobbying effort have effective control over... Read More
By: Matt Rego
After 12 years, Liongate Capital Management announced they will be shutting down their hedge funds, which they have already begun tallying up and distributing cash back to... Read More
Major Flaw In Valeant Pharmaceuticals Ad Hoc Committee's Statements by TheSkeptic21k, Bored with the noise
Late on February 22nd, 2015 after four months of work, Valeant Pharmaceuticals released a statement... Read More
Equity markets will end the week on a busy note as traders and analysts will have more earnings data to digest.
A number of companies are due to announce their... Read More
