Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio

Jacob Wolinsky

Published onAugust 10, 2020

Updated on May 14, 2021

Coho Capital commentary for the second quarter ended June 30, 2020.

Table of Contents

Q2 2020 hedge fund letters, conferences and more

Dear Partners,

Coho Capital returned 46.6% during the first half of the year compared to a loss of 3.1% in the S&P 500. Many of our holdings, such as Netflix, Amazon, and Spotify, were perceived beneficiaries of the Coronavirus pandemic aiding our results in the short-term. We suspect some of the outperformance gained from pandemic-driven demand will reverse in ensuing months as momentum traders abandon the stocks. While the pandemic pulled forward digital demand, the more important takeaway for us is the notion that a good business model provides the...

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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

Coho Capital 2Q20 Commentary: Podcasts, The New Talk Radio

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