Welcome to our latest issue of issue of ValueWalkâs hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your feedback!
Featuring Aravt Global shuts down as tech stocks suffer, Tiger Global's losses grow as tech bubble bursts, and crypto funds continue to draw in capital.
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
Professor of Finance at the Stern School of Business at New York University, Aswath Damodaran is commonly referred to as a modern day Benjamin Graham. His work and insights... Read More
Steven L Kessler, chief compliance officer at SAC Capital, is laying down office at the scandal-ridden hedge fund after nine years on the job. SAC is currently in the process... Read More
Activist zealots, not much to report today. Our meager offering of activist new and stories is below. Taking tip at @activiststocks or email, and sign up for our daily... Read More
"It should not be an objective to broaden your circle of competence," Mohnish Pabrai declared in a Q&A session with Harvard students at the beginning of April this year. Q1... Read More
While the shift from active to passive funds has widely been seen as bad for active fund managers in general, the cloud does have a silver lining. Managers of... Read More
Betting against rising stocks can be a tough way to make a living. But as we saw in part 1 of our series on activist short sellers, professional short... Read More
Every morning we put out a report with the latest  on global stock markets, company news, and global economic news. Morning Market Update  Market Levels US:  Dow Futures: 12477.00 (-0.30%), S&P... Read More
With Silicon Valley increasingly knocking on the door of Wall Street, developing innovative products using their technology and brand reach to take market share from banks, the business of... Read More
The fifth Contrarian Investor Virtual Conference is over, and investors are mulling over the stock picks that were presented. Sean Stannard-Stockton of Ensemble Capital Management was among the presenters.... Read More
Sears Holdings Corp (NASDAQ:SHLD) has completed the spin-off of the Lands' End, Inc. (NASDAQ:LE) brand, the fourth in just 30 months, bringing in some very welcome cash, but the... Read More
