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Jacob Wolinsky

Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. 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 four kids in Passaic NJ. - Email: jacob(at)www.valuewalk.com - Twitter username: JacobWolinsky - Full Disclosure: I do not purchase any equities anymore to avoid even the appearance of a conflict of interest and because at times I may receive grey areas of insider information. I have a few existing holdings from years ago, but I have sold off most of the equities and now only purchase mutual funds and some ETFs. I also own a few grams of Gold and Silver
Crocs

HVS 2Q23: Choice Equities On Crocs

Hidden Value Stocks issue for the second quarter ended June 30, 2023, featuring an update from Choice Equities, discussing their … Read more

Hedge Funds

Hedge Funds Returns Up 0.4% In May 2023

According to exclusive new data from the Citco group of companies (Citco), the global alternative investment asset servicer with over … Read more

Moats Need Reinforcements Stock Investing Questions Logica Capital Best Hacks to Investing in Stock Market Growth

Logica Capital May 2023 Commentary

Logica Capital commentary for the month ended May 31, 2023. Summary The story of May continues the story of 2023: … Read more

Carvana Stock

Carvana (CVNA): Running on Empty – Kerrisdale

Kerrisdale Capital is short shares of Carvana Co (NYSE:CVNA), a $4bn market cap online platform for buying and selling used … Read more

Soft-Landing Path

Eurizon The Globe: The Narrow Soft-Landing Path

The latest issue of ‘The Globe‘, Eurizon monthly publication describing the Company’s investment view. In this issue, a focus is … Read more

Tesla Inc TSLA

Say Hello To Tesla: A Low-Margin, Cyclical Car Company – Shortseller

Stanphyl Capital’s commentary for the month ended May 31, 2023, discussing their short position in Tesla Inc (NASDAQ:TSLA). In late-May … Read more

Dan Loeb Third Point

Dan Loeb Buys UBS And Google [Full Q1 2023 Investor Letter]

Dan Loeb’s letter to Third Point investors for the first quarter ended March 31, 2023, discussing his new positions in … Read more

Moats Need Reinforcements Stock Investing Questions Logica Capital Best Hacks to Investing in Stock Market Growth

Logica Capital April 2023 Commentary

Logica Capital commentary for the month ended April 30, 2023. Summary Relative to the 1.5% gain for the S&P 500, implied volatility … Read more

Paul Tudor Jones

Paul Tudor Jones: A ‘Really Good Chance’ We’ll Be On The Verge Of Recession In Q3

Following is the unofficial transcript of a CNBC exclusive interview with Tudor Investment Corporation Founder & CIO and Robin Hood … Read more

Top Stocks Bought By Hedge Funds Forbes 2000 List

Hedge Funds Returns Up 1.1% In April 2023

According to exclusive data from the Citco group of companies (Citco), the global alternative investment asset servicer with over $1.8 … Read more

Janet Yellen

Janet Yellen: ‘There Is No Good Option’ Other Than Raising The Debt Ceiling

Following is the unofficial transcript of a CNBC interview with United States Treasury Secretary Janet Yellen on CNBC’s “Closing Bell: … Read more

DOJ Antitrust Chief Jonathan Kanter

DOJ’s Jonathan Kanter: Antitrust Laws Exist To Promote A Competitive, Resilient Economy

Following is the unofficial transcript of a CNBC exclusive interview with U.S. Department of Justice Antitrust Division Assistant Attorney General … Read more

CEOs And PhDs Are Bad Investors Crescat Capital best performing mega-cap stocks in Q4 2022 worst performing mega-cap stocks in Q4 2022 high valuations Investor Confidence Future Proofing Asia Multi-Asset Investing Mission And Purpose

Crescat Capital: Whistling Past The Graveyard

Crescat Capital commentary for the month ended April 30, 2023, titled, “Whistling Past The Graveyard.” US policymakers continue to act … Read more

Soft Landing Slowing Economic Growth

Eurizon The Globe: A Slowing Economic Growth And Declining Inflation

The latest issue of ‘The Globe‘, Eurizon monthly publication describing the Company’s investment view. In this issue, a focus is … Read more

Top Stocks Bought By Hedge Funds Forbes 2000 List

Hedge Funds Continued To Rebound In Q1 With Multi-Strategy And Equities Funds Still On Top 

Hedge Funds Continued To Rebound New York/London, 24 April, 2023: Hedge funds continued to rebound with even better weighted average … Read more

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