jacob Wolinsky
@JacobWolinsky
Married w/ 5 kids. I tweet about hedge funds, monkeys & countries u never heard of : Ex Valuewalk CEO. Currently @HedgeFundAlpha & ML newbie DMs open (no sales)
Those who are foolish enough to trust the hype and quit learning programming deserve the future that awaits them.
I can finally reveal what I’ve been working on for the past year - CloudDump! It’s an app that allows you to *directly* upload all of your most important personal data into a publicly accessible database. Instead of using intermediate steps with the other apps, you can directly…
Hearing from peers who have summer interns (I don’t) that the current cohort is pretty disappointing.
Anthropic could be bankrupted within the next few months, thanks to last week's barely covered legal ruling, which exposes the AI startup to billions to hundreds of billions in damages for its use of pirated, copyright-protected works.
3/ Which funds are rising fast? Which ones just dropped off the leaderboard? We’ve got the full breakdown of the top and bottom performers of 2025:⬇️ hedgefundalpha.com/news/alken-old…
2/ Wellington, Lansdowne, and Helium round out the list with strong double-digit gains. From European longs to Japan-only value plays, this year's top hedge funds have one thing in common: clarity in conviction.
1/ Alken Capital is up 49.2% YTD. Old Peak’s Japan fund isn’t far behind at 45.8%. Both funds lead the top 10 performers in 2025 so far, with concentrated bets and disciplined strategies. Tulip Trend? Still stuck at -32.9%. 👇
I think @pulte is either being mischaracterized or misunderstood here. I believe both Fannie and Freddie (‘F2’) are likely to exit conservatorship within the next year or so. But that does not mean that the government is walking away from either company. The government will…
Fannie Mae, Freddie Mac Are Likely to Remain in Conservatorship, Pulte Says. The Stocks Are Flying. barrons.com/articles/fanni… via @BarronsOnline
You've left out another apparent demand, to release all the captured October 7 terrorists. This would be in addition to the planned release of "ordinary" murderers with life sentences for atrocities inside Israel. Kudos to Witkoff for his candor, but we mustn't forget that…
People act like this is shocking but it’s the inevitable result of the national discourse of the past 13 years If you want to understand the symptoms of things you don’t like, you have to try to view things from other peoples shoes
‘Inside the Ozark hills in Arkansas, a group called Return to the Land has established a whites-only community.’ - NBC News
I always wonder if this tech will come / I suspect it will in the coming years/decade/s
SpaceX Earth to Earth passenger flights are now pending approval 27,000km/h Hong Kong to Singapore: 22 min LA to Toronto: 24 min Bangkok to Dubai: 27 min Tokyo to Singapore: 28min London to Dubai: 29min London to New York: 29min New York to Paris: 30min Honolulu to Tokyo: 30…
It was a Great Honor to tour the Renovation (and some new Construction!) of the Federal Reserve Building with Chairman Jerome Powell, Senator Tim Scott, and others. It's got a long way to go, would have been much better if it were never started, but it is what it is and,…
Especially true in this conflict Hamas looks at MSM, thinks they can pressure Israel into backing down, Israel does not back down, the civilians suffer And the civilians will continue to suffer until the hostages are back and hamas surrenders
1/ “Don’t blow up.” That’s Seth Klarman’s #1 rule at Baupost. For 40 years, it’s helped him sidestep disasters while others chased hype. In a rare interview, he breaks down how to manage risk, spot real value, and stay patient when others can’t. 👇
2/ From cash cushions to credit bets, Klarman’s playbook focuses on durability over drama. He drills his team with pre-mortems, waits for margin of safety, and only acts when the math and the moment align. The goal: survive and compound.