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

• New consensus buy/sell lists of top trades
• Updated portfolios of 25 top hedge funds
• Investment thesis summaries on Fiserv (FI) and On Holding (ON)

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 questions: [email protected]

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 you have any questions: [email protected]

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 popular trades
• Hedge fund performance numbers where available

Enjoy!

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

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 & Noble Education (BNED)
• Updated hedge fund portfolios: Includes some performance numbers, some excerpts from quarterly letters and interviews, as well as commentary on the moves
• New consensus buy/sell lists

Enjoy!

Please let us know if you have any questions: [email protected]

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 have any questions: [email protected]

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!

Please let us know if you have any questions: [email protected]