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Sohn 2018 In Depth Notes: Pfeffer, Mangrove, Einhorn [PDF Of NOTES] – UPDATED

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Jacob Wolinsky
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Framing investing as betting makes it seem real and puts the mind in thinking of probabilities and outcomes.  Today two basis points: 1) most mutual assets today currently bad bets and 2) why bitcoin is good bet despite the substantial risk.  This technology is real and significant potential.  The big break through came when called Yakimoto built something to solve cryptocurrency question on how do you prevent it to be spent twice without relying on authority.  His solution was to have independent parties, called miners, to come to the consensus every two minutes, on which were transactions were valid.  It made it very expensive to cheat and it kept ledger secure.  Suddenly, digital lines to secure was possible and bitcoin...

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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.