ValueWalk's Raul Panganiban interviews Dr. Josef Schuster, founder of IPOX Schuster and Chief Architect of the IPOX Indexes, and discusses his approach to investing and how he approaches IPOs.
Q2 2021 hedge fund letters, conferences and more
The following is a computer generated transcript and may contain some errors.
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
Cyclicality - Greetings From The Cold by Charles Aram & Jonathan Treussard, Research Affiliates Key Points Cyclicality is a feature of both atmospheric conditions and investment performance. The historical record promises... Read More
Key Themes From The 1Q16 Earnings Calls by EY Top 10 themes: a year-over-year comparison Main topics discussed in the 1Q 2016 earnings calls Revenues and profitability falter in what should have... Read More
Article by Ray Dalio, LinkedIn While we have talked a lot about the effects of growing wealth and opportunity disparities in America, we haven’t talked enough about the tax migration... Read More
This is part nine of a ten-part series on the life and career of Benjamin Graham, the Godfather of value investing and the Dean of Wall Street. You can... Read More
Above The Fray: Creating Serenity by Jeffrey Stacey, Stacey Muirhead Capital Management Get The Full Warren Buffett Series in PDF Get the entire 10-part series on Warren Buffett in PDF. Save... Read More
For value hunters and contrarian investors alike, the offshore drilling sector is now one of the market's most attractive sectors. However, the big question that needs to be answered... Read More
The Power Of Compounding My wife's 7th grade class is currently learning about percentage change so the math teacher at Jacob's Fork Middle School has the students following stocks to... Read More
Last year was a difficult one for the asset markets, including hedge funds, and most managers are breathing a sign of relief that 2018 is over. Fixed-income funds were... Read More
By GlobalSlant Editor's note: This is from 2015 but is relevant today especially in light of recent news regarding Carl Icahn “Activist Investors”, the relatively new classification for corporate agitators, want... Read More
Below are some notes from Robinhood 2017 Investment Conference and Boaz Weinstein's pitch deck from that event - please stay tuned for MUCH more! We have lengthy notes. You... Read More
