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Great businesses with strong balance sheets are on sale: Greenhaven

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Jacob Wolinsky
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Greenhaven Road Capital commentary for the month of March 2020, discussing the current COVID-19 crisis and opportunities of buying great businesses with strong balance sheets.

Q4 2019 hedge fund letters, conferences and more

Aswath Damodaran
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COVID-19 Crisis

We typically reserve formal communication for our quarterly letters. However, these are not typical times. I wanted to let you know that we are seeing a tremendous opportunity for the partnership, and are open for new investment April 1st for those of you who have been searching for opportunities.

I am not an epidemiologist and do not pretend to know exactly when or how we...

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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