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
Capital Preservation: What Keeps Burgundy Up At Night? by Burgundy Asset Management
Regardless of market conditions, there is one question we regularly field in client meetings: “What keeps you up... Read More
The trustee unwinding Lehman Brothers Holdings Inc Plan Trust (OTCMKTS:LEHMQ) on Tuesday asked a U.S. court to reconsider its ruling affirming Barclays PLC (NYSE:BCS) (LON:BARC)’s right to billions of... Read More
Scorpio Tankers Inc. (NYSE:STNG) presents an interesting value opportunity. On one hand the company is undervalued and churning out profits in an industry that is generally losing money, plagued by... Read More
If Straight Path Has A Problem, IDT Might Have A Bigger One GeoInvesting, LLC
Summary
We researched 37 sites listed on IDT’s 2011 39Ghz FCC licenses and found that almost nobody... Read More
In Peter Lynch's bestselling book, One Up On Wall Street, he comments that the boring businesses are generally the ones that make the best investments. In addition, Lynch believed... Read More
Citi analysts William R Katz, Neil Stratton and Steven J Fullerton dissect U.S. mutual fund flows in September in their research work “September U.S. MF Trends: Flows Recover But... Read More
In a secretly recorded conversation, Polish foreign minister Radoslaw Sikorski called the US “losers” and said its security agreement with the US “isn’t worth anything.”
Sikorski is under consideration for... Read More
The investor statement can both excite and reward as well as disappoint and punish. But the investor statement also does more than serving a utilitarian purpose. In fact, from... Read More
CONCORDIA INTERNATIONAL CORP. (CXRX) – SHAREHOLDER ATTENTION DEFICIT DISORDER By Caleb Gibbons, CFA, FRM,– Originally at IBankCoin. Reposted with permission
Concordia International, regarded as the Canadian little sister of Valeant, was... Read More
Defaults Will Breach The Historical High Next Year - The Fed Is The "Wild Card" by Stephen B. Blumenthal, Capital Management Group
Investor Behavior – “You can bury your head... Read More