Welcome to our latest issue of ValueWalk’s hedge fund update. Below subscribers can find an excerpt in text and the full issue in PDF format. We have implemented a new interactive design for the monthly newsletter, we think you will enjoy it. You can still find the regular PDF version below if you prefer that, and it can be downloaded as well. Please send us your feedback!
Featuring hedge fund numbers top 30,000, hedge funds' windfall from coal stocks, and Tiger Global forced to defend its Venture Capital portfolio.
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
After InterContinental Hotels Group PLC (ADR) (NYSE:IHG) (LON:IHG) reportedly turned down a $10 billion bid from an unnamed US company, activist hedge fund Marcato Capital Management LP issued a statement... Read More
This is a brief summary of the Punch Card Conference which took place on December 7th 2018 and featured a rare investment talk with David Abrams, a protege of... Read More
The real reason JPMorgan Chase can't be broken up, because of its overwhelming political power, is the same reason it should be broken up
JPMorgan had a clear message at... Read More
Philip Morris International Inc. (NYSE:PM) is set to buy a 49 percent stake in Arab Investors-TA for $625 million. The acquisition would bolster the cigarette major’s presence in the emerging markets.
25... Read More
The U.S. government shutdown and the much anticipated U.S. Federal Reserve rate hike have been linked together in certain hedge fund risk management discussions. During the consideration regarding a... Read More
Carl Icahn’s lovability was tested in Atlantic City, NJ, recently and he didn’t come out the winner.
Casino co-workers engage in civil disobedience against Carl Icahn's plan
Casino workers in the... Read More
The recent decline in earnings growth estimates for the second quarter is in alignment with negative guidance given by companies, reports Thomson Reuters.
Greg Harrison of Thomson Reuters in the earnings... Read More
Bruno Iksil, known as "the London Whale" for trades which resulted in the loss of more than $5 billion at JPMorgan Chase & Co. (NYSE:JPM), was concerned about the... Read More
Morgan Stanley (NYSE:MS) really likes Tesla Motors Inc (NASDAQ:TSLA). Just a few days ago, the company released a report on the company that set its twelve month price target... Read More
