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Mads Thamsborg’s Pitch- 2018 Kase Learning Shorting Conference

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Jacob Wolinsky
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Full Transcript of Mads Thamsborg, Senior Partner and Head of Shorts of Bodenholm Capital, from the 2018 Kase Learning Shorting Conference.

Q3 hedge fund letters, conference, scoops etc

Hi everyone. So my name is Max Thamsborg. I'm Danish but living Sweden and that doesn't matter. On this we are playing football are you guys called saga.

But I think what I would spend my time on has got a bit of advice from Whitney is that probably spend 5 5 minutes a little bit on our philosophy and our firm and how we tie that to our short philosophy. I'm heading up a short book. And at Bodenholm capital. And I need you to to.

The girls agree about Bhatnagar comments that...

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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