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NY Value Conference: Michael Mauboussin’s Q&A with Robert Hagstrom Fireside Chat

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Jacob Wolinsky
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Michael Mauboussin's notes from the 2019 Value Invest New York Conference. Michael is Director of Research at BlueMountain Capital Management in New York. Robert Hagstrom is Chief Investment Officer of Equity Compass Investment Management and Senior Portfolio Manager of the Global Leaders Portfolio.

Q3 2019 hedge fund letters, conferences and more

michael mauboussin, Credit Suisse, valuation and portfolio positioning, capital markets theory, competitive strategy analysis, decision making, skill versus luck, value investing, Legg Mason, The Success Equation, Think Twice: Harnessing the Power of Counterintuition, analysts, behavioral finance, More Than You Know: Finding Financial Wisdom in Unconventional Places, academics , valuewalk

Michael Mauboussin: Fireside Chat and Audience Q&A with Robert Hagstrom

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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 five 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.