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Arquitos Capital’s Steven Kiel On Time Arbitrage

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Jacob Wolinsky
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ValueWalk's Raul Panganiban interviews Steven Kiel, founder and portfolio manager of Arquitos Capital and chairman of Enterprise Diversified. In this part, Steven discusses the time arbitrage, selling on the self sell basis, the objective of Willow Oak Asset Management, talks about Geoff Gannon and Andrew Kuhn, having a similar investment philosophy, and the people he follows on Twitter.

Q2 hedge fund letters, conference, scoops etc

Time Arbitrage
annca / Pixabay

And then when you evaluate your ideas, is there a time horizon that you try to shoot for?

Where certain advantages you can have...

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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