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Dan O’Keefe: Invest For Kids 2018 Conference – Long Dental Company

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Jacob Wolinsky
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Stay tuned for more from Invest For Kids 10th Anniversary Conference which took place on October 24, 2018 in Chicago. All content will be posted at this link and in our Q3 letters archive so stay tuned.

Check out Ken Griffin's notes here.

Also check out the Grant’s 2018 Interest Rate Observer here.

 

Below are the notes of Dan O'Keefe of Artisan Partners.

Please note the notes are not verbatim and our robots have not reached singularity yet therefore our notes almost certainly contain some mistakes also this presentation is brief at only a few hundred words we will have much more from upcoming conferences– this is for information purposes only and not investment advice.

 

Thinks there’s value in the market today and he’s finding some interesting investments.  Considered himself a value investor, key is how defensible the earnings stream is and what that can look like overtime.

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Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.