Thanks to By Bansari Mayur Kamdar and Aniruddha Ghosh for including me in their article on Reuters today. You can find it here:
Hedge Fund Tips (PCN) – Position Completion Notification
Hedge Fund Tips (PCN) – Position Completion Notification
Hedge Fund Tips (PCN) – Position Completion Notification
Indonesia Investment Forum – Thomas Hayes – Chairman of Great Hill Capital – August 10, 2022
MONEYSHOW Appearance – Thomas Hayes – Chairman of Great Hill Capital – August 9, 2022
Tom Hayes – Quoted in Reuters article – 8/10/2022
Thanks to Samuel Shen and Xie Yu for including me in their article on Reuters today. You can find it here:
Tom Hayes – Quoted in Reuters article – 8/10/2022
Thanks to Bansari Kamdar and team for including me in their article on Reuters today. You can find it here:
Be in the know. 10 key reads for Wednesday…
- SoftBank to Reduce Alibaba Stake, Expects $34 Billion in Gains (wsj)
- Get ready for more merger mania in the pharma sector for the rest of the year (marketwatch)
- Homebuyers dial back amid affordability issues, shaky economy (foxbusiness)
- China’s Central Bank Warns of Inflation Risks as CPI Climbs (bloomberg)
- Russia Ready to Resume Oil Flow to Central Europe as Spat Solved (bloomberg)
- IAC Foundation Shows Few Cracks (wsj)
- Tech Stocks Are Back in the Market’s Driver’s Seat (wsj)
- Obsessing over CPI? You could be missing bargain stocks that build long-term returns, say these fund managers (marketwatch)
- S. Home Inventory Grew at Record Pace in July (barrons)
- China Says Taiwan Military Drills Over, Plans Regular Patrols (bloomberg)
A “Sealing Systems” Stock Market (and Sentiment Results)…
Opinion, Not Investment Advice. See Terms Above. Disclosure: We own a meaningful amount of CPS stock.
On June 7, 2022 we broke our Cooper Standard (CPS) thesis publicly on Fox Business for the first time: Continue reading “A “Sealing Systems” Stock Market (and Sentiment Results)…”