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Hedge Fund Tips with Tom Hayes - Podcast - Episode 171 - April 6, 2023

Hedge Fund Tips with Tom Hayes

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How to Buy Net Nets That Are Quite a Liquid

DLA is expected to really recover according to consensus guidance we just see the cash is what I'm really interested in yeah. Peter Lynch stated if company has been depressed and the inventories are beginning to be depleted it's the first evidence that things have turned around. By the way our semiconductor thesis we can see inventory levels peaked October August 2022 swear the stock bottom and we should expect improvement moving forward already have a big position much appreciated.

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