The following is our rough coverage of the 2021 Sohn Investment Conference, which is being held virtually and features Brad Gerstner, Bill Gurley, Octahedron's Ram Parameswaran, Glenernie's Andrew Nunneley, and Lux's Josh Wolfe.
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
Market bears point to the high valuations in the tech and biotech industries, unprofitable IPOs and other signs of frothy sentiment as evidence that we’re approaching a market top,... Read More
China’s purchase of the Chicago Stock Exchange (CHX) is being shrugged off in some Wall Street quarters, but those with a familiarity regarding China’s monitoring of the U.S. financial... Read More
Gold and silver plunged unexpectedly today, giving back what was gained during Japan's first round of fiscal stimulus. The downfall has not ceased apparently and the metals are expected... Read More
George Soros is back again with a dire warning - the Brexit could lead to the disintegration of the European Union. I noted in his earlier op-ed that Soros... Read More
Improve the Shiller PE with a fair-value CAPE argues a new research paper from The Vanguard Group
The cyclically adjusted price-to-earnings ratio or CAPE ratio was developed by Yale professor... Read More
The global long / short hedge fund, Caryle’s Claren Road Asset Management, is short on assets under management as $7.25 billion of investor votes of confidence – nearly 85%... Read More
The much talked-about consolidation wave last year that was going to bring together industries around the globe, has suddenly broken this year. According to an article that appeared in The... Read More
The current crisis in the European Union is one of the most interesting economic and politic phenomenon in recent history. The plain fact is that the Union is still... Read More
Is Bill Gross preparing to mount a high profile challenge to Pimco and other competitors and reclaim his title of “bond king?”
Janus Capital Group Inc (NYSE:JNS) said Monday that it was purchasing... Read More
Morning Market Update
Stocks that are expected to trade actively in U.S. markets on Friday include: BlackBerry Ltd (NASDAQ:BBRY) (TSE:BB), Lions Gate Entertainment Corp. (USA) (NYSE:LGF), J.C. Penney Company, Inc.... Read More
