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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 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