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
"Success in the market has to be won slowly, if it can be won at all, through creating a desirable value for customers." – Warren Buffett on business
Q3 2019... Read More
March brought many funds back down to Earth with solid returns that didn't have the shine of January and February's returns. Millennium International was down 0.04% for March, putting... Read More
Before the elections, there was talk that Treasury Secretary Steven Mnuchin and House Speaker Nancy Pelosi would be more constructive on getting a deal for stimulus finalized after the... Read More
Ben Graham VII Annual Conference, a two-day virtual conference, presented in partnership with Fordham University’s Gabelli Center for Global Security Analysis.
Q1 2020 hedge fund letters, conferences and more
The Ben... Read More
The current crisis in the European Union is one of the most interesting economic and politic phenomenon in recent history. The plain fact is that the Union is still... Read More
Moody’s expects global pharmaceuticals to be stable in 2017, as cost pressures neutralize gains from rising demand, and modest price increases in U.S. offset single-digit declines in rest of... Read More
Societe Generale SA (ADR) (OTCMKTS:SCGLY) (EPA:GLE) in a recent report updated the Adaptive Sentiment Indicator for – H1 2013 performance. They show values of the adaptive indicators for the FX,... Read More
Ashva Capital Management commentary for the month of August 2019.
Q2 hedge fund letters, conference, scoops etc
Dear Limited Partner
Nobody can successfully time the market. A recent study done by DALBAR... Read More
Among the sea of hedge funds which went under in June, there are a few admirable ones who managed to stay afloat. June marked the period which broke a... Read More
At the 2021 SALT New York conference, which was held earlier this week, one of the panels on the main stage discussed the best macro shifts coming out of... Read More
