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.
Milken 2018 – Capital Markets Panel: Callahan, Corbat, Canyon Partners And More
A $90M Stock With Lots of NOLs, tax credit carryforwards, Cash Etc Which Could Easily Double
Value Briefs
Steve Jobs 1997 Interview
Warren Buffett | Transformation From 1 To 87 Years Old
Warren Buffett on bitcoin: ‘That is not investing’
Sohn Conference Notes 56 Pages – Robbins, Kacher, Ferguson, Einhorn, And More [IN-DEPTH]
45% Of Small Caps Have NO Analyst Coverage – Ben Graham Conference Elizabeth Lilly On Micro Cap Alpha
Jeff Ubben On AI And Tech
Kyle Bass: Inflation Is A Worry But The Real Risk Is Excess Debt In China; Risk Parity Could Get Hit Hard
Sohn 2018 In Depth Notes: Pfeffer, Mangrove, Einhorn [PDF Of NOTES] – UPDATED
Sohn Part II: Kacher, Ferguson, Gurley, Robbins, Contest Winner, Einhorn And More – LOTS OF SLIDES ALSO
Sohn Conference: Social, Greenlight, Doubeline, Sachem, Glenview, Pfeffer And More [IN-DEPTH]
Sohn Next Wave Notes – No Paywall – Summary Version
Sohn 2018 Coverage – FULL NOTES From NextWave Exotic Foreign Longs And One Short
Seth Klarman On FAANG, Leverage, Discipline, Value Investing, Bitcoin, Disruption, Softbank, Reading And More
Brazil Conference 2018 – Jorge Paulo Lemann and Ray Dalio
Carlos Slim: Early life, Business and Investing
Jim Chanos on Tesla – Musk Will Leave; China Debt Woes

