SAGA Partners 2Q19 Commentary: Long Trade Desk, Inc.

Jacob Wolinsky

Published onAugust 6, 2019

SAGA Partners commentary for the second quarter ended June 30, 2019.

Q2 hedge fund letters, conference, scoops etc

Annual Meeting & General Update

We’re excited to host our second annual meeting on Saturday, August 24. We think this is the best opportunity for us to speak directly with our investors and for you to better understand how your money is being managed. More details will be sent out soon and we hope to see you there! As we approach our third year since launching the Saga Portfolio, we have been privileged to grow with a great group of investors that align with our philosophy. We have expanded outside our original group that largely consisted of close family and friends and...

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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 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.

SAGA Partners 2Q19 Commentary: Long Trade Desk, Inc.

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