Full notes of Light Street's Jay Kahn presentation from the 2019 Invest For Kids conference. Stay tuned for more from Invest For Kids in depth 10th Anniversary Conference which took place on October 30, 2019 in Chicago. See our full coverage here.
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 Great Minds of Investing
I picked up this gem at the Berkshire meeting a few months ago. O'Brien worked on this book for five years. The quotes below are... Read More
Gates Capital Management's flagship ECF value fund added 9.7% net in the third quarter of 2020. That is according to a copy of the firm's latest investor update, which... Read More
By Long Short Trader The Nasdaq is “only” ~20-25% off its 2000 all-time highs. The S&P 500 and Dow hit all-time highs this year. The Nasdaq looks “relatively” inexpensive. Some market participants,... Read More
Contrarian investors have long faced off with momentum investors as many favorite stocks like the FAANGs soared for an extended period with no signs of slowing down. But when... Read More
On Thursday, Credit Suisse Group AG (ADR) (NYSE:CS) reported that net profit for the second quarter rose nearly 33 percent on the year, on a rise in both stock and... Read More
As we continue to see the overall negative effects of “special charges”, currency exchange rates, and low oil prices on earnings during the fourth quarter, Goldman Sachs today released... Read More
Is the genius of DoubleLine founder Jeffrey Gundlach on display resulting from his recent disagreement of opinion with Morningstar? And what exactly is the special sauce behind DoubleLine’s rather dramatic out-performance... Read More
Activist investor Barington Capital urges Darden Restaurants, Inc. (NYSE:DRI) to split into two separate companies.
Hedge fund Barington Capital Group LP is pushing Darden Restaurants, Inc. (NYSE:DRI) to separate its Red... Read More
It has been a tough year to be a gold investor. The price of the yellow metal has whipsawed throughout the year on the back of changing interest rate... Read More
As The Coca-Cola Company (NYSE:KO) management company compensation program comes into focus recently, the question of employee satisfaction in delivering stock market returns becomes more relevant, and raises an age... Read More
