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Nelson Wu: Lessons Of Wisdom From Investor Letters

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Jacob Wolinsky
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ValueWalk's Raul Panganiban interviews Nelson Wu, the founder of OpenSquare Capital. In this part, Nelson discusses focusing on growth factors, his favorite books, taking away nuggets of kernels of wisdom from his influences, writing investor letters, and who his mentors are.

Q2 hedge fund letters, conference, scoops etc

Wisdom
DariuszSankowski / Pixabay

I see, you adjust your skill towards the opportunity?

Yeah, that’s right because, well, obviously you can read Apple’s debt agreements all day long, but that company has a ton of cash and so that cash greater...

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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.