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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 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.