Author archives: Jacob Wolinsky

Black Bear Value Partners commentary for the first quarter ended March 31, 2021. Q1 2021 hedge fund letters, conferences and more “In times of joy, all of us wished we possessed a tail we could wag.” – W.H. Auden To My Partners and Fr…

Research by Astons, the international experts on real estate, residency and citizenship has revealed that London trails New York, Beijing and Paris when it comes to property prices surrounding famous landmarks. Q1 2021 hedge fund letters, conferences a…

Worm Capital long/short equity growth strategy and long-only equity strategy commentary for the first quarter ended March 31, 2021. Q1 2021 hedge fund letters, conferences and more Dear Partners, In Q1 2021, our long/short equity growth strategy return…

The 2021 Sohn Investment Conference will be held virtually on May 12, 2021 and Valuewalk will be covering the event. Stay tuned for our in-depth coverage! Q4 2020 hedge fund letters, conferences and more Check out our coverage of the 2020 Sohn Hong Kon…

The Suez Canal is moving again but another bottleneck in the supply chain remains, this one in Southern California. According to media reports, 24 container ships – with a combined maximum carrying capacity nearly 10 times that of the Suez Canal …

We were compiling a list of Elon Musk’s favorite books because Amazon is likely to have good deals on books in the coming days (last year they had $5 off $15 of books) so we wanted to add Elon to our book recommendation list (see menu bar and her…

JD Sports Fashion PLC (LON:JD) (OTCMKTS:JDSPY) will tell us whether the last few months have changed guidance Q1 2021 hedge fund letters, conferences and more LVMH Moet Hennessy Louis Vuitton SA (FRA:MOHF) (OTCMKTS:LVMUY)  may offer a strategic game pl…

Whitney Tilson’s email to investors discussing Warren Buffett’s $10 Billion mistake and the importance of thinking independently; robotics; the first mobile phone call. Q1 2021 hedge fund letters, conferences and more Warren Buffett’s…

Trading today is more accessible than ever before. The Robinhood trading app officially launched in March 2015, and headlines from 2020 indicate that it’s already handling more trading volume than rivals Charles Schwab and E-Trade combined. Robinhood a…

From sovereign wealth funds jumping in, to multiple Bitcoin ETFs in the works, there is a growing sense something important is going on and that perhaps mainstream adoption is just around the corner. Q1 2021 hedge fund letters, conferences and more The…