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
If gold is viewed as a currency, the yellow metal should be worth $1,700 an ounce according to Deutsche Bank’s Global Commodities Research analysts Michael Hsueh and Grant Sporre.
UK... Read More
Deutsche Bank released its annual Long-Term Asset Return Study last week. The report claimed that, based on 200 years worth of data, three key assets classes, housing, bonds and equities... Read More
Wells Fargo & Co (NYSE:WFC)'s chief executive warned the Federal Reserve against changing requirements to force banks to hold more long-term debt.
According to a Financial Times report, John Stump,... Read More
Lansdowne Princay Fund Ltd was down 1.24% in the first quarter, even after grabbing a 3.15% return in March. During the same time, the European stock market fell 8%. The fund explains... Read More
The author of this article is short shares of MGT Capital Management
MGT Capital Investments (ticker: MGTI) will be presenting at the LD Micro conference later this week. Here are... Read More
Lansdowne Partners, one of London's largest hedge funds, is known for putting big bets against some big companies. The fund is now betting against Unilever plc (NYSE:UL) (LON:ULVR), one of... Read More
Billionaire hedge fund manager David Einhorn reported his worst year ever last year. Greenlight Capital's main fund lost 9% in December, bringing its decline for 2018 to 34%. However, the... Read More
The Kennebec River Capital Opportunity Fund was down 23.3% gross and 23.5% net for the first quarter, which was slightly worse than the S&P 500's decline of 19.6%.
Q1 2020... Read More
Mark Mobius: It’s Time To Buy Brazil
Despite Brazil’s political and economic troubles, the country remains an attractive market for long-term investors according to veteran emerging markets investor Dr.... Read More
The Irish state’s sell-off of national gas company, Bord Gais, is heating up - if you'll pardon the pun. Under the terms of the EU/IMF bailout, the state must... Read More
