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
Every afternoon we provides an update on global market levels, economic news, and hedge fund news.
Market Levels
* US: Dow: 13090.70 (0.69%), S&P 500: 1390.69 (1.36%), NASDAQ: 3029.63 (2.30%)
* Europe:... Read More
The Financial Times apparently has concerns regarding the method the Quindell PLC (LON:QPP) (OTCMKTS:QUPPF)’s utilized for accruing for income.
Gotham first to question Quindell's accounting quality
First came the onslaught from Gotham... Read More
Dividends and buybacks split investors. Both are a form of cash return to shareholders, but both also have their drawbacks. Company executives view these two methods of cash return... Read More
Aristides Fund LP was up 1.81% for December, while Aristides Fund QP was up 1.72%. For all of 2019, each of the two funds gained about 11.5%. Across both... Read More
Question = Can you explain the rationale behind many technology company valuations and recently sharp price moves upward notwithstanding the recent sell-off? Especially interested in FAAANG-CMT?
Get The Full Macro... Read More
Some Thoughts On The Markets by Economic Musings
There’s a lot happening underneath the surface in the markets right now and I thought It would be worth highlighting a few... Read More
Be careful of this time tested value ratio by Tim du Toit, Quant Investing
You know we recommend that you never use a single ratio to get investment ideas.
That is... Read More
A meeting between Puerto Rico’s Government Development Bank and bond holder financial advisers will likely float the proposal for a “superbond,” a UN debt expert source closely following the... Read More
Current U.S. Director of the Federal Bureau of Investigation James Comey, when he was assistant U.S. Attorney General, had written a letter of resignation to then-President George Bush over... Read More
Dear fellow investors,
“Investing is the only sphere of life where victory, security and success goes to the minority and never to the majority.” —John Maynard Keynes
Get The Timeless Reading... Read More
