Jacob Wolinsky – ValueWalk Premium

Dr. Lewis Altfest: Where To Find Value In COVID Markets

ValueWalk's Raul Panganiban interviews Dr. Lewis Altfest, CEO of Altfest Personal Wealth Management, discussing his approach to investing and financial planning and where he finds opportunities today. Q2 2020 hedge fund letters, conferences and more mohamed_hassan / Pixabay Interview With Dr. Lewis Altfest Transcript Hello podcast listeners. Today is a very special episode with...

Trident Fund LP July 2020 Commentary

Trident Fund LP commentary for the month ended July 31, 2020. The Trident Fund LP returned +4.6 percent in July, and the fund is +13.3 percent net year to date. Q2 2020 hedge fund letters, conferences and more   The key to the strong July performance in the Trident Fund is its ability...

Avenir Capital 2Q20 Commentary

Avenir Capital commentary for the second quarter ended June 2020. Q2 2020 hedge fund letters, conferences and more Dear Partner: The Avenir Global Fund (the “Fund”) increased 4.7% for the June 2020 quarter bringing the past 1-year return to -11.6% (net)1. The MSCI ACWI index (AUD) returned 6.0% for the quarter and...

The Three Most Important Words In Investing

ValueWalk's Raul Panganiban interviews Gautam Baid, CFA, portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah. In this part, Gautam discusses 'margin of safety', the three most important words in investing, the importance of capital preservation, the behavioural biases that we face, Munger's investing principles...

Gautam Baid: Equity Investing Is Like Growing A Bamboo Tree

ValueWalk's Raul Panganiban interviews Gautam Baid, CFA, portfolio manager at an SEC-registered investment advisor based in Salt Lake City, Utah. In this part, Gautam discusses equity investing, investing lessons from the previous crisis, deriving pleasure from the learning experience, his favorite books, and his hobbies. Q2 2020 hedge fund letters,...

Bronte Amalthea Fund 2Q20 Commentary

Bronte Capital's Amalthea Fund commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more The fund was down by 4.84% in June whereas the globally diversified MSCI ACWI index (in $A) fell by 0.53%. Over the course of the last financial year Amalthea grew...

Hedge Fund Managers Ended June 2020 Up 1.75%

Hedge funds recorded strong performance in the second quarter driven by the global equity market recovery Q2 2020 hedge fund letters, conferences and more Equal-weighted and asset-weighted hedge fund performance Hedge fund managers ended June 2020 up 1.75% on an equal-weighted basis, and 0.82% on an asset-weighted basis, driven by the resumption...

Euclidean 2Q20 Letter: Quantifying Margin of Safety

Euclidean Technologies commentary for the second quarter ended June 2020, titled, "Quantifying Margin of Safety." Q2 2020 hedge fund letters, conferences and more Although having recovered a good deal since the March lows, value strategies like Euclidean’s continue to suffer disproportionately during the pandemic. I am reluctant to assign a cause...

Alluvial Fund 2Q20 Commentary: Top Microcap Value Positions

Alluvial Fund commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more Alluvial Fund rose 14.8% in the second quarter, recouping most of the first quarter’s losses. As I write in late July, the fund has reached approximately break-even for the year while small-cap...

Should We Still Be Making Investments in 2020?

As a direct result of the coronavirus outbreak, we’ve seen businesses across the world go to the wall, big corporations fall into administration, and stock prices plummet. On a surface level, 2020 appears to be the worst time for anyone to be making investments. With a recession on the...

Shareholder Activism Mid-Year 2020

The latest Mid-Year Review 2020 from Activistmonitor, a tool for advisors and the investment community, giving a fresh perspective on shareholder activist campaigns across Europe and North America. Q2 2020 hedge fund letters, conferences and more The latest report found that COVID-19 clearly impacted the launching of activist campaigns, with a...

Boyar Value Group 2Q20 Commentary

Boyar Value Group commentary for the second quarter ended June 30, 2020. Q2 2020 hedge fund letters, conferences and more “What you need to do is operate your company in such way, knowing That you will be weighted one day. Never spend any time thinking about the daily stock price. I...

Choice Equities 2Q20 Letter: Celsius Holdings

Choice Equities Capital Management letter to investors for the second quarter ended June 2020, discussing their recently initiated positions in Digital Turbine and Celsius Holdings. Q2 2020 hedge fund letters, conferences and more Dear Investor: I hope this letter finds you making the best of these continued trying times. Following the worst...

Blue Tower Asset Management 2Q20 Letter: EZCORP

Blue Tower Asset Management letter to investors for the second quarter ended June 2020, disucssing their holdings in EZCORP Inc (NASDAQ:EZPW). Get The Full Ray Dalio Series in PDF Get the entire 10-part series on Ray Dalio in PDF. Save it to your desktop, read it on your tablet, or email...

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