Stay tuned for more from IRA Next Wave Sohn which took place on October 29, 2018 in San Francisco. All content will be posted at this link and in our Q3 letters archive so stay tuned.
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
Only a third of sovereign debt yields more than 1%, which means US Treasurys are highly attractive in the current environment, that’s the key takeaway from a report from... Read More
Microsoft Corporation (NASDAQ:MSFT)Â workers beware: job cuts could be on the way as early as this week.
Microsoft to cut more than 5,000 jobs
The tech giant could be announcing more than... Read More
At the end of January, value investor Mohnish Pabrai held a virtual Q&A session with Clemson University students. In the 45-minute session, the investor discussed several topics. In particular,... Read More
The mysterious Japonica Partners is back again with a renewed offer, which enlists a lower price for a major chunk of Greek debt. Earlier Japonica had bid for 9.9... Read More
Short-sellers often guard their theses carefully, but sometimes ideas are shared more widely, like at last month's NYC 2019 Shorts Conference. ValueWalk was able to review some of the... Read More
Seth Klarman's Baupost has built its reputation on buying assets cheaply. The firm has also gained a reputation for buying esoteric debt and assets at cents on the dollar,... Read More
Zeke Ashton’s Centaur Value Fund is having a great year. According to the hedge fund’s monthly investor letter, a copy of which was reviewed by ValueWalk, for the year... Read More
A successful Single Resolution Mechanism (SRM) can be key in building confidence in the euro, in the banks of the Eurozone and hence aiding growth in Eurozone economies, notes... Read More
On a day when legendary investors George Soros said an economic hard landing in China is unavoidable, a Deutsche Bank quantitative report points to two highly correlated markets changing... Read More
The Irish Mortgage Holders Organisation (IMRO), an association set up in 2012 to help mortgage holders in arrears, has signed an agreement with Allsops Space, the auctioneers, under which... Read More
