Hello,

Apologies for the delay.  The full Q4 issue of Hedge Fund Wisdom is now available at this link: Q4-22-Complete

It features:

• New consensus buy/sell lists
• Investment thesis summaries of Silvergate Capital (SI), International Flavors & Fragrances (IFF), and Opera (OPRA)
• Updated portfolios of 25 top hedge funds

As always, please let us know if you have any questions: [email protected]

Hello,

The brand new Q3 issue of Hedge Fund Wisdom has just been released.  Please click the following link to download it: Q3-22

It features

• Investment thesis summaries of 2 stocks hedge funds have been active in: Six Flags Entertainment (SIX) and Wix (WIX)
• Updated portfolios of 25 top hedge funds
• Commentary on each fund’s moves

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

Enjoy!

Hello,

The brand new Hedge Fund Wisdom Q2 issue is now available.  To download it, please click the following link: SecondQuarterIssue

Included in the new issue:

• Investment thesis summaries of Datadog (DDOG) and Shopify (SHOP)
• Updated portfolios of 25 top hedge funds
• New consensus buy/sell lists

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

Enjoy!

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]

Hello,

The brand new Q4 2021 issue of Hedge Fund Wisdom is now available.  Please click the following link to download it: FourthQuarter2021

Included in the new issue:

• New consensus buy/sell lists
• Updated portfolios of 25 top funds
• Commentary on their latest moves
• Investment thesis summaries on Sweetgreen (SG) and Peloton (PTON)

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

The brand new Q3 2021 issue of Hedge Fund Wisdom is now available. Please click the following link to download it: Q3Issue_2021

Inside the new issue:

• Updated portfolios of 25 top hedge funds
• New consensus buy/sell lists
• Investment thesis summaries of Robinhood (HOOD) and Illumina (ILMN)

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

Hello,

The brand new Q2 2021 issue is now available.  Please download it by clicking here: HFW-2q-21

Inside the new issue:

• Updated portfolios of 25 top hedge funds
• New consensus buy/sell lists
• Investment thesis summaries of: Skillz (SKLZ) and Endeavor Group (EDR)

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

Thank you

Hello,

The brand new Q1 issue of Hedge Fund Wisdom is now available.  You can download it by clicking the following link: 2021FirstQuarter

Inside the New Issue:

• Updated portfolios of 25 top hedge funds
• Investment thesis summaries of 2 stocks certain hedge funds have accumulated recently: eHealth (EHTH) and XPeng (XPEV)
• New consensus buy/sell lists

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

Enjoy!

Hello,

The brand new issue of Hedge Fund Wisdom was just released.  Please click the following link to download it: HFW-4Q2020

It features:

• Updated consensus buy/sell lists
• Latest portfolios of 25 top hedge funds
• Investment thesis summaries of Credit Acceptance (CACC) and Advantage Solutions (ADV)

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

Enjoy!

The brand new issue of Hedge Fund Wisdom was just released and you can download it by clicking this link: Third_Quarter_Issue_2020

Included in the new release:

• Updated portfolios of 25 top hedge funds
• New consensus buy/sell lists
• Investment thesis summaries of 2 value stocks that have seen hedge fund buying

Enjoy!

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