New Q1 2022 Issue Available Here
Hello, the brand new Q1 2022 issue of Hedge Fund Wisdom is now available. Please click the following link to download it: 2022_1Q
This quarter, Lee Cooperman/Omega Advisors had not filed a 13F with the SEC by publication date and it’s unclear if they will be filing in the future. As such, they were replaced with Sir Chris Hohn’s TCI Fund. If Cooperman files in the future, he will be added back to the newsletter.
The new issue includes:
- New consensus buy/sell lists of the most popular trades
- Updated portfolios of 25 top hedge funds
- Investment thesis summaries of: Roblox (RBLX), Dropbox (DBX), and Carvana (CVNA)
If you have any questions, please don’t hesitate to reach out: [email protected]
