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Anchorage Capital from 2019 Invest For Kids Conference: Long This Equity

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Jacob Wolinsky
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Full notes of Kevin Ulrich, CEO and Senior Portfolio Manager of Anchorage Capital, presentation from the 2019 Invest For Kids conference. Stay tuned for more from Invest For Kids in depth 10th Anniversary Conference which took place on October 30, 2019 in Chicago. See our full coverage here.

Q3 2019 hedge fund letters, conferences and more

Kevin Ulrich
Kreatikar / Pixabay

MGM Studios

Anchorage is currently the largest shareholder, had owned the bank debt.

Realized that the CF’s weren’t going down as much as they should have been bc they had stopped production. Realized that the international markets for library content was still growing. There’s...

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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 covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and six kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.