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Worm Capital June 2020 Performance Update: Up 79% YTD

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Jacob Wolinsky
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Worm Capital, LLC performance update for the month ended June 30, 2020.

Q2 2020 hedge fund letters, conferences and more

Worm Capital is an investment management firm with a focus on equity-oriented strategies. Our team is comprised of passionate investors and researchers who are excited about what the future holds. Our strategies are designed around the concept of technological disruption - and how cutting-edge innovation has the potential to reshape entire industry verticals.

Our research process takes an engineering perspective and we ask foundational questions: How much opportunity is there in each vertical being disrupted? And most importantly, how well does it meet the customer’s value proposition? To answer these questions, we commit ourselves to original, deep research. We start...

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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.