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. Please send us your feedback!
Featuring Baupost dumps tech stocks, Tiger Global reshuffles team after tech losses, and hedge funds hike short positions.
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
Tesla Motors is gaining momentum around the world – even in China – as locations without numerous refueling stations demonstrate strong demand for the electric cars. Moving into the second... Read More
Perpetual bonds are a rare and interesting kind of debt not commonly seen by investors. The bonds, which have no date of maturity and pay a constant annual yield,... Read More
The Harvard Shareholder Rights Program (HSRP) has spent the last few years pushing back against board staggering, where directors are given multi-year terms so that they don’t all go... Read More
The highly regulated world of hedge funds gets in on the crypto currency mania sweeping the globe The crypto currency market has exploded in value this year. Crypto currencies,... Read More
At the end of 2020, Chase Coleman's Tiger Global was flying high. The hedge fund reported a 48% gain that year, as its bets on high-flying technology stocks paid off.... Read More
"My job," Warren Buffett told students of Notre Dame in a series of lectures in spring 1991, "is to look at the universe of things I can understand." Buffett was... Read More
Unilife, Or: When A “Growth” Pure-Play Isn’t A Smart Play by Jordan S. Terry, Managing Director Stone Street Advisors LLC I come from the school of fundamental value analysis/investing. So... Read More
As the world moves to the “Internet of Things,” an interconnected world where cars, home, healthcare, entertainment and security, is all monitored and to a degree controlled remotely, Goldman... Read More
A Chinese-based solar company with a history of unusual trading activity that hard garnered a $39 billion valuation crashed in value Wednesday, erasing $19 billion in value. The crash... Read More
Today, Warren Buffett is known as one of the greatest investors of all time. He has built a $100 billion-plus fortune over the past 90 years and turned Berkshire... Read More
