Good morning podcast listeners. Today is a very special episode. I am here with Joe Cioffi. He is a partner at Davis and Gilbert, where he is chair of the insolvency, creditors rights and financial products . . .
SORRY!
This content is exclusively for paying members.
If you are subscribed and having an account error please clear cache and cookies if that does not work email [email protected] or click Chat.
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
See's Candies, the confectionery business owned by Berkshire Hathaway, and BNSF, the largest freight railroad network in North America, also owned by Berkshire Hathaway don't have much in common... Read More
ValueWalk's Raul Panganiban interviews Kevin Smith, CFA, Founder, CEO, and CIO and Tavi Costa, Partner and Portfolio Manager at Crescat Capital.
Q2 2020 hedge fund letters, conferences and more
Mining Opportunities... Read More
The best method to invest around the upcoming Brexit vote is both an entertaining and important issue for professional asset managers. There are two components of such analysis: 1)... Read More
Deer Park Road Management's STS Master Fund was down 1.51% net for December, bringing its full-year return to -7.62% for 2019. The fund lost 95 basis points in realized... Read More
Yes, Amazon is “unstoppable” and “we are living in the decade of Amazon,” but competing retailers are simply looking at the issue from the wrong perspective, says a D.A.... Read More
The Great Rotation has hit a bit of a snag, with the largest weekly outflow from equities since August 2011. Emerging market and US equities took the biggest hits... Read More
After losing a lower court decision requiring the government of Argentina to pay “holdout” bond holders money owed to them, the Argentine government is now indicating it might not... Read More
Equities: Finding the Path to Value? by Virginie Maisonneuve, Anne Gudefin
Going forward, earnings growth and stock selection – more than multiple expansion and beta – will likely play a... Read More
Sub-prime auto loans are getting increased scrutiny. Certain institutional investors, perhaps motivated by the movie “The Big Short,” are actually conducting their own due diligence with regards to sub-prime... Read More
Yes, You Can Predict the Future
It’s election time here in the U.S. and we now know the next president is going to be Barack Obama. I can’t think of any... Read More
