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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 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