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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

Logica Capital August 2023 Commentary

Logica Capital commentary for the month ended August 31, 2023. Summary Equity markets stumbled a tad in August, and VIX/Implied … Read more

Convertible Bonds High-Quality Bonds

This Asset Manager Sees Convertible Bonds As A “Way To Win By Not Losing”

Historically, convertible bonds have been an overlooked asset class, but they gained the spotlight in 2020 and 2021, a position … Read more

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

Logica Capital July 2023 Commentary

Logica Capital commentary for the month ended July 31, 2023. Summary Markets continued their broad rally in July, with all … Read more

David Einhorn

David Einhorn Long NET Power And Onex: Greenlight Capital Q2 2023 Letter

David Einhorn’s Q2 2023 letter to Greenlight Capital investors, discussing his long positions in NET Power Inc (NYSE:NPWR) and Onex … Read more

JPMorgan CEO Jamie Dimon

Jamie Dimon Calls Fitch Downgrade Of U.S. Credit ‘Ridiculous’

Following is the unofficial transcript of a CNBC exclusive interview with JPMorgan Chase & Co (NYSE:JPM) Chairman & CEO Jamie … Read more

Uber CEO Dara Khosrowshahi

Uber CEO: We Plan To Be Profitable For Every Quarter Going Forward

Following is the unofficial transcript of a CNBC interview with Uber Technologies Inc (NYSE:UBER) CEO Dara Khosrowshahi on CNBC’s “Squawk … Read more

Emerging Markets Debt Pessimism

Eurizon The Globe: The Three Ingredients Of A Virtuous Scenario

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

Tesla Proves That It Is Just A Low-Margin Car Company – Shortseller

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

Dan Loeb Third Point

Dan Loeb Bets On AI-Driven Positions [Third Point’s 2Q23 Investor Letter]

Dan Loeb’s letter to Third Point investors for the second quarter ended June 2023, providing an update on his AI-driven … Read more

Context Is Important Municipal Bonds Burberry Money Market Funds Equity Funds White Falcon Capital OraSure Technologies

HVS 2Q23: Interview With White Falcon Capital’s PM Balkar Sivia

Hidden Value Stocks issue for the second quarter ended June 30, 2023, featuring an interview with Balkar Sivia, CFA, Portfolio … Read more

stock prices will recover

HVS 2Q23: Maran Capital On Ranger Energy Services

Hidden Value Stocks issue for the second quarter ended June 30, 2023, featuring an update from Maran Capital Management, discussing … Read more

Amazon CEO Andy Jassy

Amazon CEO: We Have A Lot Of Growth In Front Of Us

Following is the unofficial transcript of a CNBC exclusive interview with Amazon (NASDAQ:AMZN) CEO & President Andy Jassy on CNBC’s … Read more

Eurizon The Globe: Still Hawkish Tones From Central Banks

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

Hedge Funds

Confidence Levels Among Hedge Fund Managers Fall Slightly

Confidence levels among hedge fund managers for the next 12 months fall slightly amid continued macroeconomic and geopolitical concerns AIMA, … Read more

Tesla Inc TSLA

Tesla Stock Only Worth $20 Based On GAAP Earnings – Shortseller

Stanphyl Capital’s commentary for the month ended June 30, 2023, discussing their short position in Tesla Inc (NASDAQ:TSLA). Tesla recently … Read more

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