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Hedge Fund Tips with Tom Hayes - Podcast - Episode 219 - December 28, 2023

Hedge Fund Tips with Tom Hayes

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Stocks, Excess Performance, and Rerating

They discuss the stocks they still own, their expectations for performance in the current market conditions, and the beginning of excess performance from certain groups. They also analyze a company's shift from a value to a growth stock, highlighting its acquisitions and potential for future earnings and cash flow. The speakers mention opportunities for former growth stocks to regain their growth status and discuss the mini crisis in banks and energy companies.

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