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
November was a difficult month for most hedge funds. As stock markets around the world slumped, funds struggled in the adverse environment. Overall, hedge funds posted declines for November,... read more
Post-IPO, Tiger Global still likes Etsy Inc. A regulatory filing on Monday reveals the fund has an 8.9% stake in the online marketplace for crafts and homemade goods.
Tiger Global... read more
Jana Partners is making headlines again, this time for pressuring Juniper Networks, Inc. (NYSE:JNPR) with their shareholder activism, but not every relationship the group has with management teams is... read more
ValueTalks interview with Elizabeth Lilly, the Founder of Crocus Hill Partners, she discusses micro-cap value.
Q3 hedge fund letters, conference, scoops etc
Elizabeth Lilly On Micro-Cap Value - full podcast for... read more
As multiples by EV have largely declined, Private Equity firms have shifted focus to the middle market, though with caution, states Pitchbook. PNC Business Credit and Toppan Vite published their... read more
There might be a beneficiary to the apparent increased militancy of the US police establishment, as first witnessed in the Ferguson, Mo police shooting and related riots: TASER International,... read more
Nothing sedates rationality like large doses of effortless money. After a heady experience of that kind, normally sensible people drift into behavior akin to that of Cinderella at the... read more
The French election, held this Sunday, is tightening to within the statistical margin of error, a Deutsche Bank report notes. What could be the biggest risk to the market,... read more
The markets may have “Trumped up” a rally, notes Barclays commodity analyst Dane Davis. He warns Trump rally participants not to get too excited. Sometimes you can get too... read more
