Vltava Fund 3Q19 Letter: Japan And Lapland

Jacob Wolinsky

Published onOctober 3, 2019

Vltava Fund letter to investors for the third quarter ended September 30, 2019; titled, "Japan And Lapland."

Table of Contents

Q2 hedge fund letters, conference, scoops etc

This summer, I had an opportunity to visit two places the names of which almost rhyme (and in fact their names in Czech differ by just one letter): Japan and Lapland. Although I had been in Lapland previously, this was the first time Japan found its way into my travel plans, and it was the 75th country I had visited. Wherever I travel, I always look at the world in part through my investing eyes. It is an aspect of my job conditioning.

My notion of an ideal vacation always combines the outdoors and physical activity,...

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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

Vltava Fund 3Q19 Letter: Japan And Lapland

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