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Sohn London Investment Conference 2023: Selwood Asset Management

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Jacob Wolinsky
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Glencore
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The following are notes from Karim Moussalem's presentation from the 10th Annual Sohn London Investment Conference, which took place on December 6th, 2023.

Karim Moussalem - Selwood Asset Management:

  • Karim Moussalem, formerly of Goldman Sachs, representing Selwood Asset Management, discusses energy transition and energy security.

Key Observations on Energy and Consumption:

  • Highlights the relationship between energy consumption, GDP, and...

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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