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Starvine Capital Letter: Value Thrashed And Due For A Rebound

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

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 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.