Fox Business Appearance – Thomas Hayes – Chairman of Great Hill Capital – March 21, 2025
Be in the know. 14 key reads for Friday…
- Home Sales Rose 4.2% in February, Beating Expectations (wsj)
- ASOS Expects In-Line Revenue, Earnings Ahead of Views (wsj)
- Japan’s Inflation Slows Less Than Expected, Backing BOJ Hikes (bloomberg)
- Disney’s Robotic Droids Are the Toast of Silicon Valley (wsj)
- Germany Set for Trillion-Euro Defense and Infrastructure Splurge (wsj)
- High-End Travel Bookings Are Up. It’s a Good Sign for the Economy. (barrons)
- BofA Says Tariff Risk Dismissed as Stocks Get ‘Monster’ Inflows (bloomberg)
- Jacobs’ QXO acquires Beacon in first step to build $50 billion revenue powerhouse (streetinsider)
- Malaysia Airlines Orders Up to 60 Boeing Jets to Revamp Fleet (bloomberg)
- Tech war: Chinese AI models led by DeepSeek catch up with US rivals at lower prices (scmp)
- Billions Flowed Into New Leveraged ETFs Last Year. Now They’re in Free Fall. (wsj)
- Hedge fund pessimism over Wall Street hits 5-year high, Goldman says (yahoo)
- Nike Forecast Steeper Fourth-Quarter Sales Drop in Early Days of Turnaround (wsj)
- FedEx Stock Drops. Trade Fears Take a Bite Out Of Business Activity. (barrons)
Hedge Fund Tips (PCN) – Position Completion Notification
Tom Hayes – Guest on “MoneyShow MoneyMasters Podcast” – 3/20/2025
Where is money flowing today?
Indicator of the Day (video): Nasdaq – Breadth Thrust
Quote of the Day…
Be in the know. 16 key reads for Thursday…
- Building-Products Distributor QXO Clinches Deal for Beacon Roofing (wsj)
- China is tackling weak consumption with child care subsidies (cnbc)
- Boeing Sees Cash Flow Improve as Jet Factories Stabilize (bloomberg)
- Exclusive: Air India in talks for dozens of new widebody jets from Airbus, Boeing, sources say (reuters)
- BofA: Boeing’s March deliveries set for end of quarter surge (streetinsider)
- Fed Projections See an Economy Dramatically Reset by Trump’s Election (wsj)
- The Fed Pencils in 2 Rate Cuts. Anything Could Happen. (barrons)
- A Housing Expert Sizes Up the Outlook for Home Sales, Mortgage Rates, and Tariff Impacts (barrons)
- Is this the start of a period of European exceptionalism in markets? (ft)
- Hold the Obituary: Europe Comes to Life as U.S. Stumbles (wsj)
- US natural gas prices up on record flows to LNG export plants, cooler weather forecasts (reuters)
- Disney and Universal Prepare for a Theme Park Brawl. What’s at Stake in Orlando. (barrons)
- Temu-Owner PDD’s Revenue Misses Estimates as Expansions Slow (bloomberg)
- Nike’s Earnings Are Here. Expect News About Its Turnaround. (barrons)
- Signs of an Office Market Bottom: ‘The Worst Is Probably Over’ (nytimes)
- The Dream Team With a ‘Miracle’ Coach: Can Anyone Stop This Hockey Powerhouse? (wsj)
EXCLUSIVE: CEO Interview Cooper Standard (and Markets Update)…
EXCLUSIVE: Cooper Standard (Ticker: CPS) Interview and Background
I had the pleasure to interview the Chairman and CEO of Cooper Standard – Jeff Edwards (CPS is one of our largest holdings). I am very grateful to him for taking the time out and participating in this long-form format. It enabled us to get granular on the details of the business, where we’ve come from and more importantly – where we are going!
Continue reading “EXCLUSIVE: CEO Interview Cooper Standard (and Markets Update)…”
Cooper Standard (CPS) Interview: Tom Hayes with CEO – Jeff Edwards
Great Hill Capital – Chairman and Managing Member – Tom Hayes interviews Cooper Standard (Ticker: CPS) – Chairman and CEO – Jeff Edwards.
I had the pleasure to interview the Chairman and CEO of Cooper Standard – Jeff Edwards (CPS is one of our largest holdings). I am very grateful to him for taking the time out and participating in this long-form format. It enabled us to get granular on the details of the business, where we’ve come from and more importantly – where we are going!
This conversation exceeded any expectations of what I had going in and I believe you will find this to be one of the most important hours of content I have ever put out. I hope you enjoy watching it as much as I enjoyed hosting it:
Watch this exclusive and exciting interview here:
You can also find this interview directly on Cooper Standard’s Investor Relations Page:
CEO Interview with Great Hill Capital
To find out more about Cooper Standard (Ticker: CPS) go to:
Cooper Standard Investor Relations
To find out more about Tom Hayes and Great Hill Capital go to:
About Tom Hayes and Great Hill Capital
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