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Long Time Bearish Value Hedge Fund Says Time To Look For Sales

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Jacob Wolinsky
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Farnam Street Investments special update for the month of March 2020.

Q4 2019 hedge fund letters, conferences and more

Coronavirus
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It's no secret I’ve had concerns about how expensive the market was for a while (OK, too long). Who knew a global pandemic was on the horizon? As of this writing, the market is about 25% off the mid-February highs. And as scary as it all seems, we still have a ways down before we hit long-run “normal.”

Statistics dictate you have to spend time below the mean as well. A bear market typically lasts 18 months, although the early severity of...

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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