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Great businesses with strong balance sheets are on sale: Greenhaven

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Jacob Wolinsky
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Greenhaven Road Capital commentary for the month of March 2020, discussing the current COVID-19 crisis and opportunities of buying great businesses with strong balance sheets.

Q4 2019 hedge fund letters, conferences and more

Aswath Damodaran
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COVID-19 Crisis

We typically reserve formal communication for our quarterly letters. However, these are not typical times. I wanted to let you know that we are seeing a tremendous opportunity for the partnership, and are open for new investment April 1st for those of you who have been searching for opportunities.

I am not an epidemiologist and do not pretend to know exactly when or how we...

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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.