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Invest For Kids: Sam Zell On Liquidity, Inflation And Supply Chain Issues

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Jacob Wolinsky
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Sam Zell
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The following are notes from Sam Zell's presentation at the 14th Annual Invest for Kids Virtual Conference. The Invest For Kids conference features presentations from well-known investment managers who present their market views and best investment ideas in concise 15 minute segments.

Q3 2022 hedge fund letters, conferences and more

Sam Zell

 

Sam Zell, Equity Group Investments And Richelle Carey,  Emmy Award-winning Broadcaster

  • Too much liquidity
  • Double digit inflation, increased debt
  • Over supply of equity
  • 12-18 months to see impact of increased rates, help stabilize economy
  • Liquidity = value
  • Fear prevents unnecessary risks: keep things simple, understand the markets
  • To recover from COVID recession, understand global interests and events, ex. Ukraine
  • Make price increases early on to avoid major...

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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.