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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 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.