The brand new Q2 issue of Hedge Fund Wisdom is now available. You can download it by clicking the following link below: HFW_SecondQuarter2025 It features Enjoy! Please let us know if you have any questions: [email protected]

Hello, The brand new Q1 2025 issue of Hedge Fund Wisdom was just released and is available by clicking this link: 1Q25-Issue Inside this issue: Investment thesis summaries on Reddit (RDDT) and Fidelity National Information Services (FIS) Updated consensus buy/sell lists Updated portfolios of 25 top hedge funds Please let us know if you have any […]

Hello, The brand new Q4 2024 issue of Hedge Fund Wisdom was just released February 19th and you can download it by clicking the following link: HFW_FourthQuarter2024 It features: Updated portfolios of 25 hedge funds Investment thesis summaries on 2 stocks that saw hedge fund activity Consensus buy/sell lists Enjoy!   Please let us know if […]

Hello, The brand new Q3 2024 issue of Hedge Fund Wisdom was just released.  Please click the following link to download: 3Q24-HedgeFundWisdom It features: Investment thesis summaries of 2 stocks that saw hedge fund buying: Dollar General (DG) and Medpace Holdings (MEDP) Updated portfolios of 25 top hedge funds New consensus buy/sell lists of the most […]

Hello, The brand new Q2 2024 issue of Hedge Fund Wisdom is now available.  Please click the following link to download it: SecondQuarter2024-HFW It features: Investment thesis summaries of a stock Seth Klarman’s Baupost Group was buying (WillScot (WSC)), a stock Warren Buffett’s Berkshire Hathaway was buying (Ulta Beauty (ULTA)).  It also features another write-up: Barnes […]

Hello, The brand new Q1 2024 issue of Hedge Fund Wisdom is now available.  Please click the following link to access it:  HFW_1Q24 It features: – Investment thesis summaries on Alight (ALIT) and Xponential Fitness (XPOF) – New consensus buy/sell lists – Updated portfolios of top hedge funds Please let us know if you have […]

Hello, The brand new Q4 issue of Hedge Fund Wisdom is now available.  You can read it by clicking the following link: FourthQuarter2023 Inside the new issue: Investment thesis summaries of Paycom (PAYC) and Darling Ingredients (DAR) Updated portfolios of 25 top hedge funds New consensus buy/sell lists Enjoy and please let us know if you […]

The brand new Q3 2023 issue of Hedge Fund Wisdom is now available.  You can download it by clicking the following link: Q3_23_Issue It features: Updated portfolios of 25 top funds New consensus buy/sell lists Investment thesis summaries of Bread Financial (BFH) and Thryv (THRY) Please let us know if you have any questions: [email protected] Enjoy!

Hello, The brand new Q2 issue of Hedge Fund Wisdom was just released and you can download it by clicking this link: 2Q23-HFW Included in the new issue: – Investment thesis summaries of: Burford Capital (BUR) and TransMedics (TMDX) – New consensus buy/sell lists – Updated portfolios of 25 top hedge funds Please also note that since […]

Hello, The brand new Q1 2023 issue of Hedge Fund Wisdom is  now available.  Please click the following link to download: Q1_Issue_2023 It includes: – Updated portfolios of 25 top hedge funds – Consensus buy/sell lists – Investment thesis summaries of Charles Schwab (SCHW), Skyworks Solutions (SWKS), and Pinterest (PINS) If you have any questions, please […]