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Euclidean 3Q19 Letter: What Matters Is What Is Yet To Come

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Jacob Wolinsky
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Euclidean Technologies letter to investors for the third quarter ended September 30, 2019, titled, "What Matters Is What Is Yet To Come."

If you use Google’s email service (Gmail), you know it wasn't long ago that Gmail started creating pre-written replies for you. Your friend emails, “Let's grab lunch tomorrow?” and Gmail presents you with three canned responses: “Sure!” “Can't tomorrow,” and “Another day this week?” But more recently, Gmail has started completing your entire sentences. You type, “What is your favorite...” and suddenly, to the right of your message and in greyed-out font, the following text appears: “restaurant in midtown?”

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Q3 2019 hedge fund letters, conferences and more

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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