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
Realty Income Corp (NYSE:O) (NYSE:O-E) (NYSE:O-D) agreed to acquire American Realty Capital Trust Inc (NASDAQ:ARCT) in a $2.9 billion deal.
According to the Press Release, Realty Income Corp (NYSE:O) (NYSE:O-E) (NYSE:O-D)... Read More
It has been difficult to shake the impact of the 2008 global financial crisis. It required a series of unconventional central bank monetary policy adjustments euphemistically known as quantitative... Read More
Minimum Wage Is A Curse, Not A Blessing by Nathan McDonald, Sprott Money
Central planners and politicians have no clue when it comes to creating wealth. They are incapable of... Read More
The pension crisis has been capturing headlines for years, but there's another layer to the pension issue that's starting to draw attention to itself. Public pension funds have shown... Read More
Rising markets seem to make activist short sellers more hesitant in H1 2017
Activist short sellers launched just 100 campaigns in the first half of 2017, compared to more than... Read More
One of my favorite value-turnaround plays, Career Education Corp. (NASDAQ:CECO) recently reported full-year and fourth quarter 2013 results that beat Wall Street expectations. However, aside from beating Street expectations,... Read More
Declining home ownership among Millennials is not a result of declining affordability according to a new report from analysts at Bank of America. According to the bank’s US economics... Read More
Deutsche Bank AG (NYSE:DB) (ETR:DBK) (FRA:DB) announced today it has sold the loss-making Cosmopolitan of Las Vegas casino and resort to the world’s largest private-equity firm The Blackstone Group L.P.... Read More
The Federal Reserve has finalized its rule for identifying global systemically important banks (G-SIBS) and it expects eight US banks to have G-SIB capital surcharges ranging from 1.0% to... Read More
