GDS Investments January 2020 Commentary: Chasing valuations

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Jacob Wolinsky
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GDS Investments’s investor update for the month ended January 31, 2020. Q4 2019 hedge fund letters, conferences and more “History doesn’t repeat itself, but it often rhymes.” – Attributed to Mark Twain “To be yourself in a world that is constantly trying to change you is the greatest accomplishment.” – Ralph Waldo Emerson Greetings from GDS Investments! Here in West Chester, life at the Surowiec home has never been as exciting and action-packed. In August, we were very happy to welcome our exchange student from Madrid, Ana. Ana makes four teenagers in the house… need I say more? Ana will…

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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.