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After 104% Return In 2017, Madera Technology Up 37% In 2018

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Jacob Wolinsky
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Madera Technology Master Fund commentary for the fourth quarter ended December 31, 2018, titled, "I've Done My Sentence, But Committed No Crime."

Q4 hedge fund letters, conference, scoops etc

Crime
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Dear Partner,

Madera Technology Master Fund returned 37.7%

I’ve paid my dues, time after time

I’ve done my sentence, but committed no crime

And bad mistakes, I’ve made a few

I’ve had my share of sand kicked in my face

But I’ve come through

Freddie Mercury, Queen, “We Are the Champions”

Happy new year to you and your families. With the new year, we celebrate Madera’s 5-year anniversary.

Queen’s “We Are the Champions” can serve as the anthem for much of...

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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