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Jeff Vinik’s Pitch from 2019 Invest For Kids Conference: Long These Two Stocks

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Jacob Wolinsky
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Full notes of Jeff Vinik’s, Chairman, CIO and Chief Executive Officer of the Vinik Asset Management, presentation from the 2019 Invest For Kids conference. Stay tuned for more from Invest For Kids in depth 10th Anniversary Conference which took place on October 30, 2019 in Chicago. See our full coverage here.

Q3 2019 hedge fund letters, conferences and more

Jeff Vinik
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The demise of the active stock picker. He had trouble trying to raise capital for a new L/S fund. The HF industry, due to poor performance, allocators didn’t want to put capital back into the space. Raised about 500m....

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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