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GDS Investments Mid-Year 2019 Investor Update: Our Favorite High Quality Stocks In This Bubbly Market

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Jacob Wolinsky
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GDS Investments mid-year letter to investors for the year of 2019.

Q2 hedge fund letters, conference, scoops etc

For some time, we included in our Mid-Year Letters and Year-End Letters our insight about the political environment and government tension which have characterized the last several years of American life. We consistently strove to remind ourselves that the shenanigans and political tension on display in Washington and state capitols were a sideshow. We reminded you that sideshow was, ultimately, separate and apart from the nation’s financial health and that investors should look beyond the turmoil with an eye on long-term gains and confidence that the best of American businesses are resilient beyond the tweet storm du jour.

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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.