ValueWalk's Raul Panganiban interviews Dev Kantesaria, the Managing Partner at Valley Forge Capital Management. In this part, Dev discusses the selective reporting to databases, what makes investing fun for him, looking up to Warren Buffett and Charlie Munger, his bottom up fundamental approach, not paying attention to what other managers are doing, his favorite books, favorite impressionists, hobbies, and his favorite Beatle song or album, the intelligence and emotional linkages of animals, and the long only allocation.
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
Oil demand and supply functions are at work supporting the front end pricing, but will it last?
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With the VIX index jumping 120 percent on a weekly basis, the most in its history, and with the index measuring volatility or "fear" up near 47 percent on... read more
Groupon Inc. (NASDAQ:GRPN) is down 13% today falling well below its value at the time of its IPO last year. The company went public at a valuation of around... read more
Notes from Tony Minesuk's presentation from Karen Leung Foundation's Sohn Hong Kong Investment Leaders Conference 2020.
Q2 2020 hedge fund letters, conferences and more
The Karen Leung Foundation is proud to... read more
Harbor Spring Capital dialed up the long end of their Long / Short strategy to deliver 3.4% net investor returns in the third quarter, slightly underperforming the S&P 500’s... read more
Larry Robbins of Glenview Capital likes to use basketball analogies when writing his investor letters. As such, the manager of the $9 billion value hedge fund has started the... read more
Deutsche anticipates banks to post weaker third-quarter revenues in several categories including loans, securities and mortgage production.
In their recent ‘Bank Cheat Sheets’, Matt O’Connor, Robert Placet and David Ho... read more
The Federal Housing Finance Agency (FHFA) is considering litigation against mortgage lenders and insurance providers for allegedly colluding to overcharge Fannie Mae / Federal National Mortgage Assctn Fnni Me... read more
Looking for international bargains? Grant's Interest Rate Observer has your back. In the August 7 issue, Grant's takes a look at four, unloved emerging market stocks, and a Brazilian... read more
Gold's Historic Run Is Coming - Forecast Highlights by Rosland Capital
You wouldn’t know it reading the Wall Street Journal, Bloomberg, or the other popular investment news sources . .... read more
