ValueWalk's Raul Panganiban interviews Eric Markowitz, Director of Research, and Dan Crowley, Director of Portfolio Management, at Worm Capital. In today’s episode they discuss their approach at Worm Capital and where they find opportunities.
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
Active investment managers made a comeback in 2017 when around half of actively managed US mutual funds managed to beat their benchmark for the year.
It looks as if actively... Read More
The overcrowded trade list, compiled by UBS and packaged in a December 27 report, is interesting from several perspectives. It points to potential dichotomous institutional investor thoughts as a... Read More
As Morgan Stanley analysts turn tactically cautious on U.S. credit, they recommend that investors sell this rally or at least put hedges in place. Adam Richmond and team said in... Read More
Last week the Intergovernmental Panel on Climate Change (IPCC) released its 'Special Report on Global Warming of 1.5 °C'. The long-awaited, highly anticipated report from the UN climate science... Read More
Dane Capital's new idea Waitr, Dane sees 50%-100% upside to shares over the next 6-12 months.
Q3 hedge fund letters, conference, scoops etc
Summary
Waitr is a rapidly growing online restaurant... Read More
Emolument.com has analysed more than 3,000 salaries from junior professionals (1-4 years experience) working in London to find who earns the most per hour. Unsurprisingly, bankers are the highest earners both... Read More
ValueWalk is always looking for new ways to bring information and actionable information to its readers and other investors.
As part of this quest, we started Hidden Value Stocks,... Read More
John Paulson did quite well during the third quarter of 2013, it appears. After his long portfolio shrunk from close to $18 billion at the end of the first... Read More
Every afternoon we provide an update on global market levels, economic news, and hedge fund news.
Post Market Update
Market Levels
US: Dow: 12442.50 (-1.24%), S&P 500: 1304.86 (-1.51%), NASDAQ: 2813.69 (-2.10%)
Europe: CAC:... Read More
Asian markets are reeling today after disappointing trade data out of China overnight. Chinese exports fell 4.4% year over year, while imports were down 7.6%. According to Bloomberg, consensus... Read More
