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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
PublicDomainPictures / Pixabay

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 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.