Logica Captial Advisers July 2019 Letter: Macro Micro

Jacob Wolinsky

Published onJuly 24, 2019

Updated on July 24, 2019

Logica Captial Advisers letter for the month of July 2019, titled, "Macro Micro."

Q2 hedge fund letters, conference, scoops etc

“Sometimes probabilities are very close to certainties, but they're never really certainties.” -Murray Gell-Mann, Nobel Physicist

These are my thoughts on relevant investment topics. In our ongoing research of our own dilemmas, we recognize that the same issues are likely at the heart of struggles that we all face. With equal measure of frustration and excitement, we hope to contribute to the marketplace of ideas and discussion. And with the goal of interaction and feedback, please reach out with responses or topics of...

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Jacob Wolinsky

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

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Logica Captial Advisers July 2019 Letter: Macro Micro

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