Lumida Whale Watch: Hedge Fund Bets Revealed

00:00 Introduction to Non Consensus Investing

00:31 Understanding 13F Filings

01:12 Hedge Fund Strategies and Stock Picks

02:00 Market Trends and Economic Indicators

02:57 Deep Dive into Hedge Fund Holdings

04:37 Analyzing Specific Stocks and Sectors

08:47 Insights on Individual Hedge Fund Managers

12:47 Value Investing and Contrarian Strategies

17:15 Exploring Smaller and Overlooked Stocks

28:53 Evaluating Return on Equity and Buybacks

29:18 Acadian Capital's Investment Strategy

29:41 Tidewater and Energy Services Analysis

30:49 Planet Fitness and Changing Consumer Behavior

31:53 Exploring SaaS and Elastic

32:32 CVS and the Healthcare Sector

34:28 Qualcomm and the AIPC Trend

37:02 Brazil's Economic Potential

38:51 Disney's Performance and Future Prospects

45:11 Michael Burry's Unexpected Biotech Move

46:18 Final Thoughts and Market Outlook

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