Columbia MBA- Greenwald Class: Li Lu (2006)

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Columbia MBA- Greenwald Class: Li Lu (2006)

Columbia MBA- Greenwald Class: Li Lu (2006)

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Electron Rises 5.1% Buy Renewable And Infrastructure Stocks: Q1 Letter

RenewableElectron Capital Partners' flagship Electron Global Fund returned 5.1% in the first quarter of 2021, outperforming its benchmark, the MSCI World Utilities Index by 5.2%. Q1 2021 hedge fund letters, conferences and more According to a copy of the fund's first-quarter letter to investors, the average net exposure during the quarter was 43.0%. At the Read More


unfortunately what I'm doing today19:17you know I no longer talk about what we19:21own so I pick up a couple of examples of19:23what I owned in the past you know I19:25started this business in late 97 and you19:30know along the way being through a19:32couple really traumatic events you know19:36one is sort of the Asian financial19:38crisis and then the technology bubble a19:41couple of the different things but you19:42know those period of a time you tend to19:45have more interesting opportunities let's start with them let's go back to19:5298 so it was a fall in 98 and I tell you19:58the search that I go through are very20:00simple because I'm interesting all sorts20:02of different business I usually just get20:04a menus you know I got hooked a tube a20:08new line while I was a student here you20:11know every issue as it comes out I just20:13you know love to read the whole thing20:15from beginning to end because that's20:18really the best kind of education if you20:22want to have an encyclopedia knowledge20:25base and data base20:27which you have to so just to go through
20:30that to page after page after page is20:33just enormous ly helpful and the first20:36thing I always this check is sort of the20:38new low list you know that the new kind20:41of a low is that blow close the PLO is20:43available that really attract me more20:46than the new high list now this actually20:49I don't have any more of my copies I get20:53rid of that so I asked them for reprint20:55and the number is not right I mean I was20:58looking more of somewhere around to I21:01think it's a September or something

unfortunately what I'm doing today19:17you know I no longer talk about what we19:21own so I pick up a couple of examples of19:23what I owned in the past you know I19:25started this business in late 97 and you19:30know along the way being through a19:32couple really traumatic events you know19:36one is sort of the Asian financial19:38crisis and then the technology bubble a19:41couple of the different things but you19:42know those period of a time you tend to19:45have more interesting opportunities let's start with them let's go back to19:5298 so it was a fall in 98 and I tell you19:58the search that I go through are very20:00simple because I'm interesting all sorts20:02of different business I usually just get20:04a menus you know I got hooked a tube a20:08new line while I was a student here you20:11know every issue as it comes out I just20:13you know love to read the whole thing20:15from beginning to end because that's20:18really the best kind of education if you20:22want to have an encyclopedia knowledge20:25base and data base20:27which you have to so just to go through20:30that to page after page after page is20:33just enormous ly helpful and the first20:36thing I always this check is sort of the20:38new low list you know that the new kind20:41of a low is that blow close the PLO is20:43available that really attract me more20:46than the new high list now this actually20:49I don't have any more of my copies I get20:53rid of that so I asked them for reprint20:55and the number is not right I mean I was20:58looking more of somewhere around to I21:01think it's a September or something

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Jacob Wolinsky is the founder of ValueWalk.com, a popular value investing and hedge fund focused investment website. Jacob worked as an equity analyst first at a micro-cap focused private equity firm, followed by a stint at a smid cap focused research shop. Jacob lives with his wife and four kids in Passaic NJ. - Email: jacob(at)valuewalk.com - Twitter username: JacobWolinsky - Full Disclosure: I do not purchase any equities anymore to avoid even the appearance of a conflict of interest and because at times I may receive grey areas of insider information. I have a few existing holdings from years ago, but I have sold off most of the equities and now only purchase mutual funds and some ETFs. I also own a few grams of Gold and Silver

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