Starvine Capital Letter: Value Thrashed And Due For A Rebound

Jacob Wolinsky

Published onMarch 16, 2020

Steven Ko's memo to Starvine Capital Corporation clients discussing the recent steep sell-offs cause by the COVID-19.

Table of Contents

Q4 2019 hedge fund letters, conferences and more

I have been receiving plenty of messages as of late, mostly from friends I haven’t spoken to in a while. It was clear they were interested in my thoughts regarding the recent market sell-off, given as a money manager I think about investing all day and all night.

Value Thrashed And Due For A Rebound

One may think statistical cheapness acts as a buffer during steep sell-offs, especially after an 11 year bull run. That simply isn’t true, at least in the short run. Why is that? Certainly those lower growth and boring companies that didn’t...

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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

Starvine Capital Letter: Value Thrashed And Due For A Rebound

Value Thrashed And Due For A Rebound

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