HFA Icon

Light Street Capital: Short This Failing Tech Firm, Long This Newer Tech Player (2019 Invest For Kids Conference)

HFA Padded
Jacob Wolinsky
Published on
Sign up for our E-mail List and Get FREE Access to Exclusive Investment E-books and More!

Full notes of Light Street's Jay Kahn presentation from the 2019 Invest For Kids conference. Stay tuned for more from Invest For Kids in depth 10th Anniversary Conference which took place on October 30, 2019 in Chicago. See our full coverage here.

Q3 2019 hedge fund letters, conferences and more

Canon
Pexels / Pixabay

Short Canon

Tech in structural decline. Gives several graphs of different tech. Canon is the same thing. 80% of profit pool in secular decline.

Canon is cutting price as volume falls. Declines have been accelerating.

With those industry trends you would think this stock would be trading at a wide discount to the...

Login required to continue reading.

Setup a free account to get access to this article (no credit card required).

View Full Article
Already a member? Log in here
HFA Padded

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