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
Swiss Banks Face Expensive US Tax 'Holding Pattern'Â by Matthew Allen, swissinfo.ch
Around 100 Swiss banks are bleeding money as they wait for a legal process, aimed at resolving United States... Read More
Glenn Welling’s famous activist hedge fund, Engaged Capital, had down second quarter, subtracting -3.22% and taking the year to date performance to -0.49% at a time when the HFRI Event... Read More
Dear Investors,
2022 year-to-date performance was -27.3% in select accounts. The S&P 500 by comparison returned -24.8%. We ended the quarter with 53% of the portfolio in cash and equivalents,... Read More
The Mirage Of The Financial Singularity by Robert Shiller, Project Syndicate
H/T Young Money
NEW HAVEN – In their new book The Incredible Shrinking Alpha, Larry E. Swedroe and Andrew L.... Read More
Short positions contributed to absolute returns in 2014, an elusive source of alpha for many hedge fund managers
After apparently over-subscribing their investor base, Jeremy Mindich and Matt Sirovich's Scopia PX... Read More
In the alternative investment industry, there is an unpublished list of all-time excellent risk management trades. There is Balyasny Asset Management logically modeling in 2015 that the US Federal... Read More
A former US Federal Reserve official turned director of research for a quantitative hedge fund, DE Shaw, is calling for the Federal Reserve to be more transparent. In a video... Read More
The world of investment research is set to dramatically change – and the majority of institutional managers are not ready for it, according to a recent TABB Group study.... Read More
Entrepreneur and venture capitalist Peter Thiel isn’t afraid of ruffling feathers, and in the media buildup for his book Zero to One: Notes on Startups, or how to Build... Read More
