The extreme volatility of 2020 continued into the fourth quarter with our strategy recording a gain of 21.95% net of fees (22.31% gross) in Q4 giving a 2020 full-year return of 10.99%, net of fees. The biggest contributor to our performance this quarter was Joban Kaihatsu (Tokyo: 1782) due to a takeover . . .
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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
Notes from Angelo Mozilo presentation at the 2019 SALT Conference called “Underwater World: Lessons Learned From The Housing Bubble.”
See our full coverage of the 2019 SALT Conference here.
Q1 hedge... read more
Walter Schloss is not nearly as well known as other value investors such as Warren Buffett, but Schloss is undoubtedly one of the best in value investors to have... read more
The fortunes of Facebook and Zynga are entangled together. Facebook Inc (NASDAQ:FB) provides over 90 percent of Zynga’s revenues while Zynga accounts for 15 percent of Facebook’s.
Zynga Inc (NASDAQ:ZNGA)... read more
Looking to expand shale-based oil production outside of its home country of France, where the controversial process of hydraulic fracturing drilling is banned, Total SA (ADR) (NYSE:TOT) (EPA:FP) announced it... read more
In the new battlefields of cyber warfare,big banks, protected at so many levels by government, are on their own when it comes to the most venerable attacks. In an environment lacking... read more
Federal Reserve Chairman Ben Bernanke indicated the U.S. economy still needs low interest rate policies, amid high unemployment and low inflation.
Bernanke called for maintaining highly accommodative policy for the... read more
Relypsa Inc (NDAQ:RLYP) -- to be acquired by Galenica AG (VTX:GALN) for $32 per share in cash is soaring this morning up about 58 percent at the time of... read more
RGA Investment Advisors investment commentary for the third quarter ended September 30, 2019, titled, "Kambi."
Q3 2019 hedge fund letters, conferences and more
2018 was a watershed year for turning this... read more
Democratic presidential candidate Hillary Clinton outlined five major areas to reverse the disturbing trend towards “quarterly capitalism” in the U.S. in her speech at New York University last Friday... read more
Puerto Rico is expected to issue $2 - $3.5 billion in general obligation (GO) bonds later this month, the latest since a $2.7 billion offering in 2012, and with... read more
