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Bonhoeffer’s Keith Smith: Value investing is a challenge

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Jacob Wolinsky
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ValueWalk's Raul Pangabiban inteviews Keith Smith, the Portfolio Manager at Bonhoeffer Capital Management. In this part, Keith discusses the inspiration behind the name Bonhoeffer, his favorite books, his hobbies, the bubble laws, and value investing being a challenge.

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Yeah, very interesting. And I forgot to ask him In the beginning, most inspiration behind the name Bonhoeffer.

Oh, it's named after um, Dietrich Bonhoeffer who was a German theologian. He basically was a strong believer in you know, in, he basically ended up he ended up dying at the hand of the Nazis because...

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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