ValueWalk's Raul Panganiban interviews Wayne Himelsein, the President and CIO Logica Capital Advisers. In this part, Wayne discusses the erroneous errors, the gamblers mentality, passive investing versus active investing, passive investing creates opportunities along with problems, his favourites books, his hobbies and how he destresses, and the market is just never wrong.
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
Admiral Capital Partners was down 13.7% net for the first quarter, but the fund beat the S&P 500 by 590 basis points. Admiral was down 0.1% for January, 6.8%... read more
Art Cashin's Tis the day before New Year's ‘Tis the day before New Year’s and despite what you’re hopin’ The folks in the Boardroom say “the full day we’re open” So we’ll buy and... read more
Microsoft Corporation (NASDAQ:MSFT) has reached a deal with Yammer to acquire the company for $1.2 billion. Yammer is an enterprise social network that boasts over 5 million users. 85... read more
Dealing with a set of complex, dynamic, holistic, ambiguous problems seems like a daunting task. Many frame those as intellectually challenging puzzles, but many times they are simply unsolvable... read more
The tourism sector in India holds immense potential, and if the government sustains its renewed focus, the sector can add $100 billion to GDP by 2024, notes research firm... read more
HSBC, Barclays, BNP Paribas and Goldman Sachs are said to have recently signed agreements to settle allegations that their traders manipulated the currency market. With the latest announcement, the... read more
The behemoths of the oil industry, Exxon Mobil Corporation (NYSE:XOM), Chevron Corporation (NYSE:CVX), Total SA (ADR) (NYSE:TOT) and Royal Dutch Shell plc (ADR) (NYSE:RDS.A) (NYSE:RDS.B) all recently reported a pretty dire... read more
Kerrisdale Capital was light on the commentary explaining why they lost -5.4% in the second quarter, down -12.1% year to date although their short in DISH Network was part... read more
When UK transport operator FirstGroup plc (LON:FGP) (OTCMKTS:FGROY) rejected Thomas Sandell’s demands to sell its stake in Greyhound and other US assets, he made his proposals public. But what... read more
The US government is exiting the auto business. The US Treasury announced that it would sell its remaining 2.2% stake in General Motors Company (NYSE:GM) by the end of the... read more
The top investors are reading ValuewalkPremium.
