ValueWalk's Raul Panganiban interviews Lawrence Cunningham, author, lecture, Professor, public company director and consultant on corporate governance, discussing his recent book Quality Shareholders.
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
DG Value's Concentrated Strategy was up 0.2% for the fourth quarter, bringing its full-year return to 5.58% for 2019. The HFRI Distressed and Restructuring Index was down -.41% for... read more
By Long Short Trader
Yesterday, the Securities Exchange Commission (“SEC”) announced fraud charges against collateral manager Of CDO (better late than never, right?). I re-read the sections in The Big Short: Inside the Doomsday... read more
"The spectacle of Chesapeake and Ohio selling 9 or 10 points higher than time honored B. & O. must indeed excite wonder in the Minds of those veterans who... read more
Value investing is simple to understand but challenging to implement. The process can be simplified by developing a strict set of rules and sticking to them religiously, according to... read more
The credit-to-deposit ratio in China's Banking System witnessed a sharp rise by 27 ppts since 2011 to stay at the elevated level of 116% as of February, which is... read more
More than 60 percent of traditional managers reported outflows and that they had missed on assets under management (AuM) estimates as alternatives have gained market share at traditional funds’... read more
Analysts at Bank of America Merrill Lynch express bullish views on the U.S. dollar for the year, though they anticipate that a correction to the USD rally will present... read more
Apple Car and Barriers to Entry by Brad Cornell
The rumor that Apple is considering entering the car business is one more example of a central issue this blog has... read more
Bill Ackman Will Not Shut Up by William Green, Obeserver
Get The Full Warren Buffett Series in PDF
Get the entire 10-part series on Warren Buffett in PDF. Save it to... read more
