Euclidean 3Q19 Letter: What Matters Is What Is Yet To Come

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Jacob Wolinsky
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Euclidean Technologies letter to investors for the third quarter ended September 30, 2019, titled, “What Matters Is What Is Yet To Come.” If you use Google’s email service (Gmail), you know it wasn’t long ago that Gmail started creating pre-written replies for you. Your friend emails, “Let’s grab lunch tomorrow?” and Gmail presents you with three canned responses: “Sure!” “Can’t tomorrow,” and “Another day this week?” But more recently, Gmail has started completing your entire sentences. You type, “What is your favorite…” and suddenly, to the right of your message and in greyed-out font, the following text appears: “restaurant in…

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Jacob Wolinsky is the founder of HedgeFundAlpha (formerly ValueWalk Premium), a popular value investing and hedge fund focused intelligence service. Prior to founding the company, Jacob worked as an equity analyst focused on small caps. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com FD: I do not purchase any equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds.