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Farnam Street Investments April 2020 Commentary: Big Data

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Jacob Wolinsky
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Farnam Street Investments commentary for the month of April 2020, briefly discussing their investment game plan.

Q1 2020 hedge fund letters, conferences and more

"If you are uneasy, welcome to the club.” - Charlie Munger on 2/12/2020, before everything hit the fan

Life comes at you fast. Volatility came roaring back to the markets in an historic fashion. We sent out a Special Update on March 16th explaining the investment game plan. I won’t fully rehash it here, but the short answer is opportunistic gradualism. We’ll slowly accumulate businesses we’ve coveted for years as prices come to us. I’m hesitant to make any bold proclamations, as it feels like we’re still in Act 1 of this...

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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.