Welcome to our latest issue of issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. Please send us your feedback!
Featuring Schonfeld Strategic Advisors' new macro team, growth stock sell-off hurt hedge funds, and the slide in hedge fund management fees.
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
Corporate America has never sat on so much cash. The problem is multi-national corporations have been deploying this cash in ways that create jobs abroad, said hedge fund titan... Read More
When Market Noise Breeds Opportunity by Joe Weidenburner, Aeternitas Investing
Much of the day to day market action is noise. Graham’s Mr. Market is an anxious fellow who frequently offers... Read More
U.S. Bancorp (NYSE:USB) is aggressively tackling expenses and growing non traditional bank revenues, according to a recent research report from Dick Bove of Rafferty Capital Markets. And what the bank... Read More
The tobacco industry is probably one of the market's most controversial sectors. Many investors choose to stay away due to the health implications associated with smoking. However, tobacco companies... Read More
Credit Suisse's trading strategy market research team believes that "fear" in the markets is subsiding, and while volume shocks can appear at any time (as proved earlier in the... Read More
SPX Call Options time to buy? There has been a debate among options market makers as to the validity of various pricing methods. In particular, the value placed on out... Read More
Alternative e-payment systems are a recommended investment, Macquarie Research report says, a system that will “finally begin the death of cash.” But where will this system first flourish? Invest... Read More
Armajaro Commodities fund was hurt by exposure in the energy markets in July, leading to a 1 percent drop in value on the month, according to an investor letter... Read More
Warren Buffett is considered to be the world's greatest stock picker, but his record is not 100% flawless. He has made plenty of mistakes over his career including missing... Read More
The Federal Reserve's New York President William Dudley defended the opening of debt swap lines with Europe in front of a Congressional Committee today. Dudley said that the instrument... Read More
