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Klarman Protege David Abrams On The Evolution Of Value Investing At Punch Card Conference

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Jacob Wolinsky
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This is a brief summary of the Punch Card Conference which took place on December 7th 2018 and featured a rare investment talk with David Abrams, a protege of Seth Klarman. We will have more coverage soon so stay tuned.

See more Q3 and Q4 hedge fund conference and coverage right here

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David Abrams

  • How has the investment landscape evolved since WWII?
  • Can’t use exact approach but principals
  • What is the risk of any given asset?
  • Saying a black box is short term thinking and the easy answer
  • Tech and capitalism...

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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 worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid