Jacob Wolinsky
Each hedge fund has its own “secret sauce” when it comes to investing, but what if you could get the inside track on what your favorite managers are thinking? Read what top managers are writing about their investment strategies here. You’ll find a wide range of opinions about the best ways to invest from leading managers from around the globe. Top managers are also weighing in on macro conditions, providing their insight and wisdom into how the world is affecting the U.S. and global markets. See opinions from Spruce Point, Kerrisdale Capital, John Huber, Praetorian Capital, KKR, Hawk Ridge, and more. Get up to date with all the latest hedge fund strategies and insights here.
Fraser Perring: Chronicles of Deceit, Part One
Gregory Zuckerman: How Jim Simons Produces Massive 66% Annual Returns
SAGA Partners 3Q19 Commentary: In-depth Discussion On This Midcap Contractor Long
RF Capital Management 3Q19 Commentary: Long This Atypical Auto Supplier
Interview with TradeZero America Co-Founder Dan Pipitone
Bonhoeffer’s Keith Smith: A diversified yet concentrated portfolio
Livermore Partners 3Q19 Letter to Investors Up 65% YTD: Short Wirecard Thesis
Driehaus Capital Long Small Cap Biotech: 2019 Invest For Kids Conference
Choice Equities Fund 3Q19 Investor Letter: Long This Small-Cap Cloud
Kyle Mowery Long This Stock: 2019 Invest For Kids Conference
Jeff Vinik’s Pitch from 2019 Invest For Kids Conference: Long These Two Stocks
Light Street Capital: Short This Failing Tech Firm, Long This Newer Tech Player (2019 Invest For Kids Conference)
Scott Rupp Long This Esports Stock: 2019 Invest For Kids Conference
Rupal Bhansali At 2019 Invest For Kids Conference: Ignore ROIC Accounting And Long This High Quality Cyclical
Sam Zell’s at 2019 Invest For Kids Conference “WeWork is a perfect example of a Greater Fool theory”
Anchorage Capital from 2019 Invest For Kids Conference: Long This Equity
Greenlight Capital Q3 2019 Letter: Einhorn Bemoans ” For now, the accepted reality appears to be that Elon Musk is above the law.”
Lengthy Interview with Bonhoeffer Capital’s Keith Smith: Compound Mispricings

