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 the unravelling of SPACs, the outperformance of crypto hedge funds, and a jump in hedge fund pay.
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
George Soros has been a very vocal China bear. The billionaire investor whose macro bets have shaken up global markets in the past has repeatedly said that China is getting... Read More
John Paulson, an investor famous for his bet against the sub-prime market in 2008, is now putting his money firmly in the real estate market. An SEC filing made... Read More
Many expect 2017 to be a watershed year for tax reform. Such expectations have arisen from President Donald Trump’s expressed enthusiasm for it, not to mention the high priority... Read More
The Quindell PLC (LON:QPP) (OTCMKTS:QUPPF) can of worms may be moving to a new stage of life as the controversial British IT outsourcing and consultancy firm announces a shakeup... Read More
The One Question That Matters For Yum (KFC, Pizza Hut) In China by Jeffrey Towson, LinkedIn
Yum! Brands (KFC, Pizza Hut, Taco Bell?has been getting a lot of criticism about... Read More
In volatile markets, institutional investors position hedge fund exposure accordingly, but are not entirely satisfied in some alternative sectors. With the risk-on again, risk-off again relationship in the stock... Read More
Apple Inc. (NASDAQ:AAPL)Â continues to be hounded by patent cases. Some of those cases were begun by themselves, most notably the ongoing proceedings against Samsung, while others have been brought... Read More
Coming on the heels of New Jersey banning direct auto sales – blocking Tesla Motors Inc (NASDAQ:TSLA) from conducting business in the garden state – Elon Musk fires back... Read More
ValueWalk's Raul Panganiban interviews Dr. Josef Schuster, founder of IPOX Schuster and Chief Architect of the IPOX Indexes, and discusses his approach to investing and how he approaches IPOs.
Q2... Read More
Warren Buffett, Charlie Munger and Berkshire Hathaway may not be fans of Fannie Mae and Freddie Mac today, but in the past, they’ve been some of these businesses largest... Read More
