JW

Jacob Wolinsky

  • Jacob Wolinsky
    Published about 21 hours ago
    IDENTIV INC (INVE) SITUATION ANALYSIS – RUBICON CAPITAL GROUP

    IDENTIV INC (INVE) SITUATION ANALYSIS – RUBICON CAPITAL GROUP

    Rubicon Capital Group’s situation analysis of Identiv Inc (NASDAQ:INVE).
  • Jacob Wolinsky
    Published 2 days ago
    IS TESLA EVEN IN THE AUTO INDUSTRY?

    IS TESLA EVEN IN THE AUTO INDUSTRY?

    The standard method of determining what industry a company is in is by looking at its underlying business. By that standard, Tesla is clearly in the auto business.  Virtually all of the company’s revenues and costs are related to building, selling, and servicing automobiles.  But there is another way of checking whether a company is an industry that has implications for investors.  The idea is that if two companies are in the same industry, then their stock prices should tend to move together.  For example, when the Covid-19 crisis arose, the stocks of all major airlines collapsed together. This raises the question of whether using this second criterion Tesla is in the auto industry. Before turning to the results, a couple caveats are in order.
  • Jacob Wolinsky
    Published 5 days ago
    TOP 10 ACTIVIST SHORT CALLS THAT PAID OFF BIG TIME IN H1 2020

    TOP 10 ACTIVIST SHORT CALLS THAT PAID OFF BIG TIME IN H1 2020

    Those shorting stocks during the COVID-19 pandemic have made more than $50 billion in profits. Billionaire Bill Ackman recently said that activist short sellers are far more efficient than regulators at unearthing corporate frauds, and that regulators should work with short sellers. Here we take a look at the top 10 best performing activist short calls in the first half of 2020 that paid off big time.
  • Jacob Wolinsky
    Published 5 days ago
    MOHNISH PABRAI AND HIS FAVORITE TECH STOCK, MICRON (Q2 LETTER)

    MOHNISH PABRAI AND HIS FAVORITE TECH STOCK, MICRON (Q2 LETTER)

    In his latest letter to investors, Mohnish Pabrai warned about the perils of buying stocks at high prices. He explained that it’s possible to overpay for even the market’s most promising companies. Giving Microsoft as an example, Pabrai noted:
  • Jacob Wolinsky
    Published 5 days ago
    TRUMP WHITE HOUSE ACCELERATING TOWARD A DOLLAR CRISIS

    TRUMP WHITE HOUSE ACCELERATING TOWARD A DOLLAR CRISIS

    As US economy is heading toward its disastrous 2nd quarter results, the Trump administration is considering the expansion of the trade war to finance, which could destabilize the US dollar and derail the post-pandemic global economy.
  • Jacob Wolinsky
    Published 5 days ago
    PULLBACK FROM RECORD HIGH GOLD PRICE NEEDED FOR $2,000 AN OUNCE

    PULLBACK FROM RECORD HIGH GOLD PRICE NEEDED FOR $2,000 AN OUNCE

    The gold price reached a new record high this week, beating the previous record set on Sept. 5, 2011. The gold price kept rising past the record high to new heights as the week wore on, and now the $1,940 record that was set on July 28 appears to have become the new floor for the price amid today’s pullback.