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
Stocks that are expected to trade actively in U.S. markets on Friday include: AT&T Inc. (NYSE:T), Vodafone Group Plc (ADR) (NASDAQ:VOD), Verizon Communications Inc. (NYSE:VZ), salesforce.com, inc. (NYSE:CRM), Nuance... read more
Jack Daniel's is about to undergo the biggest expansion in its fabled history, a $100 million project that will create 90 new jobs and position the company to take advantage... read more
This article first appeared on our sister site, HiddenValueStocks.com
Excerpt from the Stanphyl Capital letter to investors for the month of November 2018 discussing their long position in one micro-cap... read more
European credit markets no longer makes any sense
The European Central Bank’s extended quantitative easing programme attracted criticism from the start as many analysts believed such a QE bazooka would... read more
A leading spokesperson for the high frequency trading (HFT) lobby encouraged regulators not to “throw the baby out with the bathwater,” while acknowledging that “we know there are issues... read more
What Caused U.S.-China Market Turmoil? by Dan Steinbock, Difference Group
As the Fed is paving way for the first rate hike in a decade, the world economy prepares for the greatest... read more
The situation in Egypt since the Arab Spring deposition of Hosni Mubarak is one we've reported on before. News today suggesting that Egypt may seek to censor internet activity shows... read more
JPMorgan Chase & Co. (NYSE:JPM) could slash as many as 10,000 more jobs this year over and above previously announced layoffs, following a brutal shrinking of business and regulators... read more
The market is characterized by a narrow breath with only a few stocks driving the majority of the index-level return, and without these stocks, the S&P 500 Index would... read more
JPMorgan Chase & Co (NYSE:JPM) has reached a preliminary agreement with CFTC admitting wrongdoing and paying $100 million to settle ‘London Whale’ case.
New York Times’ Ben Protess and Jessica Silver-Greenberg... read more
