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Jillian McIntyre’s presentation on Short Intelsat Thesis

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Jacob Wolinsky
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Jillian McIntyre's presentation on Intelsat at the Kase Learning conf on short selling, 5/3/18

Video and informal transcript below

Hi. Good morning. Good morning everyone. My name is Gillian McIntyre and I'm with 2 to 1 be I'm the founder and managing partner of two to be I'm sure half of you in the room thinking What the heck is that. Well the reference to Sherlock Holmes who resided a two one B Baker Street to be a good short seller. I think you have to be inquisitive. I think you have to be an independent thinker and you have to have a healthy dose of cynicism. Who better than a detective from my hometown of London. We've been around since...

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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