Open Square Capital 2Q19 Commentary

Jacob Wolinsky

Published onJuly 16, 2019

Updated on July 16, 2019

Open Square Capital letter to investors for the second quarter ended June 30, 2019.

Q2 hedge fund letters, conference, scoops etc

Dear Limited Partners,

We’re in a crucible. We’ve long been approaching it, guided by our decision to undertake an energy thesis based on the “wanton” notion that things that can’t go on forever will end. In the coming months we’re going to know whether we’re right, whether the decision to hold our investments after seeing the portfolio double and then retrace was sheer folly or uncommonly prescient. The surfeit of inventories and bearish headlines indicate the former, but our understanding of the underlying facts suggest the latter. Forget our nuanced analysis though, at least that’s what the market is...

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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

Open Square Capital 2Q19 Commentary

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