Farnam Street Investments special update for the month of March 2020. Q4 2019 hedge fund letters, conferences and more It’s no secret I’ve had concerns about how expensive the market was for a while (OK, too long). Who knew a global pandemic was on the horizon? As of this writing, the market is about 25% off the mid-February highs. And as scary as it all seems, we still have a ways down before we hit long-run “normal.” Statistics dictate you have to spend time below the mean as well. A bear market typically lasts 18 months, although the early severity…
Long Time Bearish Value Hedge Fund Says Time To Look For Sales
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.