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 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
Post Market News for December 11th 2012. Some stocks in focus include, Clearwire Corporation (NASDAQ:CLWR), Sprint Nextel Corporation (NYSE:S), Delta Air Lines, Inc. (NYSE:DAL), Hertz Global Holdings, Inc. (NYSE:HTZ),... Read More
A few years ago there was fear that Deutsche Bank could collapse taking Germany and the rest of the global economy with it. Since then, Deutsche has made some... Read More
SAGE Therapeutics Inc (SAGE) - Debunking Asclepia Capital's "Scientific Response" by Kerrisdale Capital
Disclosure
We are short shares of SAGE Therapeutics Inc. Please click here to read full disclosures.
In the wake... Read More
Reflecting U.S. banksâ strong performance in the recent quarter, Citi analysts feel equity-biased European franchises should outperform.
In their equities coverage, Kinner Lakhani and the team at Citi predict European... Read More
Why Nu Skin Enterprises, Inc.(NYSE:NUS) Must Come Clean on Troubling Inventory Red Flags
Co-authored by Sam E. Antar and Zachary Prensky via  White Collar Fraud
This coming Wednesday morning, Utah based... Read More
Tiger cub Argonaut Capital recovered in March with a 1.4 percent return, bringing the Q1 returns to 4.3 percent. Argonaut lagged in February due to a rally in yen... Read More
PIMCOâs new CEO Douglas Hodge points out that the Johnson-Crapo bill lacks protection for investors who play a critical role in financing the mortgage market.
The legislation proposed by Johnson... Read More
Bank of America Corp (NYSE:BAC) has announced plans to cut 2100 jobs and close 16 offices as the mortgage refinancing business drys up. The rise in mortgage rates across... Read More
BofA reached a $9.3 billion settlement for claims that it sold Fannie Mae / Federal National Mortgage Assctn Fnni Me (OTCBB:FNMA) and Freddie Mac / Federal Home Loan Mortgage... Read More
Seven Patterns Of Inefficiency In Pricing Of Quality Businesses by Fundoo Professor
Here are some of broad patterns of inefficiency that I have encountered over the last few years of practicing... Read More
