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Nelson Wu: How Well Do Tech Companies Know About Their Customers?

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Jacob Wolinsky
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ValueWalk's Raul Panganiban interviews Nelson Wu, the founder of OpenSquare Capital. In this part, Nelson discusses the amount of personal data Amazon keeps, tech companies disrupting the markets, Amazon taking a shot at Facebook, people’s personal habits, and his portfolio construction strategy.

Q2 hedge fund letters, conference, scoops etc

tech companies
niekverlaan / Pixabay

And then so their biggest competitor would be Samsung and does anyone else?

Yeah, you can go down the list. I mean if you are an Amazon customer, they certainly collect a lot of data about...

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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.