New Q2 Issue Now Available Here

The brand new Q2 issue of Hedge Fund Wisdom is now available.  Please click the link to download it:  HFW_SecondQuarter_2019

It features:

– Investment thesis summaries on 2 stocks hedge funds were buying: Activision Blizzard (ATVI) and CarGurus (CARG)

– Updated portfolios of 25 top hedge funds, including a new manager: Ruane, Cunniff & Goldfarb’s Sequoia Fund.  It replaces Lou Simpson’s SQ Advisors which stopped filing with the SEC and seems to no longer be managing outside money.

-New consensus buy/sell lists of the most popular trades

 

Enjoy!

If you have any questions, please don’t hesitate to reach out: [email protected]

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