Hello,

The brand new Q2 issue of Hedge Fund Wisdom is now available.  Please click the following link to view/download it: HFW-2Q20-Issue

It includes:

• Latest portfolios of 25 top hedge funds
• Updated consensus buy/sell lists
• Investment thesis summaries on Tenneco (TEN) and Eventbrite (EB)

Enjoy!

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

Hello,

The brand new Q1 2020 issue of Hedge Fund Wisdom is now available.  Please click the following link to download it: 2020_FirstQuarter

It features: investment thesis summaries of two stocks that saw notable buying activity: Howard Hughes (HHC) and Zuora (ZUO), the latest updated portfolios, consensus buy/sell lists, and commentary on each fund’s moves.

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

The brand new issue of Hedge Fund Wisdom is now available.  Please click this link to download it: HFW-4Q19

It features:

• Updated portfolios of 25 top hedge funds
• Investment thesis summaries of 2 stocks that value investor Dr. Michael Burry (of The Big Short fame) was buying
• New consensus buy/sell lists

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

Enjoy!

Hello,

The brand new Q3 2019 issue of Hedge Fund Wisdom is now available!  Please click this link to download the .pdf file: Third_Quarter_Issue_2019

It features:

• Investment thesis summaries on Square (SQ) and New Media Investment Group (NEWM)
• Updated portfolios of 25 top hedge funds
• New consensus buy/sell lists

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

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]

The brand new Q1 2019 issue of Hedge Fund Wisdom is now available.  Please click this link to download:  1Q19_HFW

It features:

• Investment thesis summaries on: Despegar (DESP) and Limelight Networks (LLNW)
• Updated portfolios of 25 hedge funds
• New consensus buy/sell lists

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

The brand new Q4 issue of Hedge Fund Wisdom has just been released.  You can download it by clicking here:  Fourth.Quarter.2018 (.pdf format)

It includes:

• Investment thesis summaries on 3 stocks that have seen large share price declines over the past few months and attracted value-oriented managers: FedEx (FDX), Tiffany & Co (TIF), and Affiliated Managers Group (AMG)
• Updated consensus buy/sell lists of the most popular stocks among hedge funds
• Reveals the latest portfolios of 25 top hedge funds

As a reminder, SPO Advisory is shutting down and this is the last quarter they will be featured.  Stan Druckenmiller’s Duquesne Family Office replaces them.  Enjoy!

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

Hello,

The brand new Q3 issue of Hedge Fund Wisdom is now available.  You can download the issue by clicking this link: Q3_2018_Issue

It features:

• A new fund added this quarter: Stan Druckenmiller’s Duquesne Capital.  Due to reader feedback, they replace Pennant Capital, which no longer files with the SEC.
• Updated portfolios of 25 funds
• Consensus buy/sell lists
• Investment thesis summaries of NVIDIA (NVDA) and DXC Technology (DXC)

SPO Advisory also announced they will be shutting down, so we’ll be looking at another replacement fund if they no longer file in the future.  Please submit your manager submissions via email at anytime: [email protected]

Thank you and Happy Thanksgiving to our American readers!

Hello,

The brand new Q2 issue of Hedge Fund Wisdom is now available.  You can download the new issue by clicking this link: HFW-2Q18

The new issue features:

• Investment thesis summaries on Lennar (LEN) and NXP Semiconductor (NXPI)
• Updated portfolios of 25 top managers
• Commentary on their moves

Enjoy and please let us know if you have any questions: [email protected]

Hello,

The brand new Q2 issue of Hedge Fund Wisdom will be released on August 21st.  You will receive an email alert when it’s available for download.  Thank you and please let us know if you have any questions: [email protected]