Hedge Vision @HedgeVision
Institutional & Insider Insights | Not Investment Advice hedgevision.substack.com/about Newsletter ➡️ Joined November 2017-
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Yeah I wouldn’t mind staying a bit longer 😅
Hey all just a heads up that i’ll be overseas until April 30 with no computer access. Be back before you know it 💯
2024 Q1 Portfolio Review hedgevision.substack.com/p/2024-q1-port…
$AAPL Apple’s Moderating Valuation Draws in Hedge Funds, JPMorgan Says "Our conversations indicate that investors are waiting for further recalibration of the near-term estimates, which in their view will be accompanied by setting up an even more attractive valuation multiple as…
$CROX is noticeably absent from the survey and down by 4% today
$CROX is noticeably absent from the survey and down by 4% today
Piper Sandler releases its Spring 2024 Talking Stock with Teens survey results: Top Shopping Websites: 1. $AMZN 55% 2. SHEIN 12% 3. $NKE 6% Top Clothing Brands: 1. $NKE 34% 2. $AEO 6% 3. $LULU 5% Top Cosmetics Brands: 1. $ELF 38% 2. Rare Beauty 9% 3. Maybelline $LRLCY 6% More…
$S Director Mark Peek picks up $223,596 of shares. This is his fourth insider purchase since the company's IPO in 2021.
Google parent Alphabet weighs offer for HubSpot, sources say $GOOG $GOOGL $HUBS reuters.com/markets/deals/…
$LULU down again after Jefferies says that it "could be the next Under Armour." "1) Data shows LULU losing incremental share to Alo/Vuori, 2) fashion in bottoms is shifting to wide-leg (not a core for LULU), and 3) entrance into Mirror and footwear are mistakes in strategic…
$MBLY Baillie Gifford increases its stake by 89.75%. Dec. 31: 8.42 million shares. March 29: 15.98 million shares. Baillie now owns a 16.87% stake in Mobileye.
$NIO Baillie Gifford sells 83.5% of its position. Dec. 31: 114.63 millions shares. March 29: 18.91 million shares.
$PLTR Palantir discloses a 6.5% stake in MSP Recovery $LIFW, a healthcare payment recovery company. Palantir owns a total of 955,647 shares, of which 256,410 shares were recently received as payment.
Stop buying shitcos with CEOs who don't care about their shareholders. Canoo spent double its annual revenue on the CEO’s private jet in 2023, issues going concern warning. $GOEV techcrunch.com/2024/04/01/can…
Puru Saxena @saxena_puru
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Wasteland Capital @ecommerceshares
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50K Followers 1K Following Familia • Immigrant • Ball is Life • Grift Detective • Ratioed Cramer • No Investment Advice • My Personal Views Only • Personal Diary sometimes Diarrhea
From Growth To Value @FromValue
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Special Situations �.. @SpecialSitsNews
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Manz🌪 @notmrmanziel
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456 Followers 381 Following
Himmy Junior @HimmyJTheGoat
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Y.L @DAVEYULI
46 Followers 789 Following
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100 Followers 99 Following
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106 Followers 256 Following
$S 👀👌
$S Director Mark Peek picks up $223,596 of shares. This is his fourth insider purchase since the company's IPO in 2021.
Grateful My my spouse 🌹 Hit the jackpot With this lady 💘 This pics From among our Many adventures 🗺️ Many more to come: A) Norwegian Fjords 🇳🇴 Later this year, B) Vietnam 🇻🇳 And Cambodia 🇰🇭 Buddhist temples Next spring 🏯
Foreign Buying of Chinese Stocks hit 22.4 billion yuan ($3 Billion) on Friday, the highest amount in history 🚨
Have defaulted to saying upfront I dont drink in Asia. I've learned the hard way that there's no such thing as "just one beer" w folks here.
In November 2022, sentiment on $GOOG was low enough that I genuinely worried about buying it at $87. Looks like I don’t need to give up on stock picking. 🥂
@CarlWilIT I’m up to my eyeballs in $AMZN, but I nibbled at $GOOG today. If I regret it in 2-5 years, then I give up on stock picking.
Observation The people who rush into homeownership tend to regret it most Those who take their time to transition into homeownership usually have a pleasant time with being a homeowner
A strong reclaim when all logical thinking indicates an adverse move is what strong bull markets and stocks are made of. Todays gap down and in many cases reclaim is the best sign we have got in a while. Nothing in the markets works in absolutes, however seeing accumulation…
Check out our latest article on Adobe $ADBE! 📝 We assess whether the current sell off after the Q1’24 earnings offers an attractive opportunity while we provide an overview of the business and the recent AI developments. 💻
$TCEHY is up 15% YTD and no one is talking about it. It’s almost as if Tencent is the black sheep of the family. Everyone is too fixated on $BABA.
Would like to think That perhaps, My dear dad Is dancing 🕺🏽 To this tune 🎵 On some dance floor Somewhere in heaven Right about now 🥺🎸😇 He had some Pretty good moves, Back in the day ❤️
Clowns posting insider selling on META as an indication 😂🤣
Everyone is talking about $TSLA. One stock which we should be looking is $V. Great earnings and renewed forecast growth. My 2023 valuation was $240. If V keeps going it could be over $310 by year end. It sounds boring but I know the system will not be replaced by Apple Pay…
Babe, wake up, new Maboussin paper just dropped. morganstanley.com/im/publication…
If you have been in the market long enough - you will realize that nothing or no one can adequately explain the logic / reasons behind stock price movements. It is uncertain, erratic and often illogical. I just accept all of that as "short term volatility". If you want to…
Electric atmosphere ⚡️ at Target Center … Wolves up 93-76 in the 4th. Defense looking 🔒 #WolvesBack
People are making $70-80K per year selling restaurant reservations in NYC on the secondary market 😯
wild seeing former $tsla bulls capitulate and turn into full time bears just in time for them to run up 10% on earnings… now seeing some post they’re shorting it and it already ran up a few more dollars from their posts. this is wild. 🍿
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