Choice Equities 1Q20 Commentary On Favorite Small Cap Stocks

Jacob Wolinsky

Published onMay 8, 2020

Choice Equities Capital Management commentary for the first quarter ended March 31, 2020, discussing small cap value stocks and large cap growth stocks.

Table of Contents

Q1 2020 hedge fund letters, conferences and more

Dear Investor:

I hope this letter finds you staying safe and making the best of these trying times. Suffice it to say, the events of Q1 have been nothing short of surreal. Life as we once knew it has changed dramatically as we all join the collective effort to fight the COVID 19 pandemic. Social distancing and stay-at-home measures have become the norms of the day and sent a growing global economy into reverse at a previously unthinkable pace. Markets moved in blinding speed to price the reality...

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Jacob Wolinsky

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

Choice Equities 1Q20 Commentary On Favorite Small Cap Stocks

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