ValueWalk’s Raul Panganiban interviews David Miller the Co-Founder, CIO and Senior Portfolio Manager of Catalyst Capital Advisors. In this part, David discusses his thoughts on Uber and Lyft, why Warren Buffett doesn't invest in IPOs, and the misconceptions with IPOs.
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
Brevan Howard Master Fund declined in May after taking a +3.27 percent in April, the flagship fund was down 0.08 percent in May, bringing the year to date performance to... Read More
The Great Minds of Investing I picked up this gem at the Berkshire meeting a few months ago. O'Brien worked on this book for five years. The quotes below are... Read More
Jason Karp’s Tourbillon Capital Partners has gotten off to a rocky start to the year with the Tourbillon Global Master Fund returning -1.1% net during the first quarter. The... Read More
The argument for investing in gold is different than almost anything else: there is no cash flow to be valued or sales growth to be optimistic about and (unlike... Read More
In the years since the financial crisis, the value factor has seen mixed results—until 2016, that is. Value did particularly well last year, and all signs point to continued... Read More
Carlson Capital's flagship Double Black Diamond strategy offers the "ideal investment strategy in the current environment," according to the hedge fund's December 2019 letter to investors, a copy of... Read More
Global Return Asset Management performance updated for the month ended February 29, 2020. Q4 2019 hedge fund letters, conferences and more kreatikar / Pixabay Dear Friends and Partners, Since today is the last... Read More
Since mid-June, the total value of Chinese equities has declined by around 30%. After a brief pause on Monday, prompted by a number of government initiatives designed to prop... Read More
Earlier this month Fidelity & Guaranty Life announced its first quarterly loss in its brief life as an independent company (its IPO was in late December 2013), thanks to... Read More
Between the soaring inflation, the Federal Reserve's tightening and geopolitical tensions like the war in Ukraine, the markets have taken a severe beating this year. This environment is the... Read More
