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Phoenix Asset Management: This Incredibly Run Small Bank Is Also Super Cheap [Value New York 2023 Conference]

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Jacob Wolinsky
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James Wilson's presentation at the ValueNYC Conference offered a compelling deep dive into a nuanced investment strategy with a particular focus on the banking sector, and one small bank in particular. His approach, developed over a career analyzing financial institutions, challenges conventional views on bank investments and proposes a unique perspective on identifying and capitalizing on banking efficiency.

James Wilson Phoenix Asset management Hingham

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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 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