Lumida Wealth : Non-Consensus Invest Beyond the Ordinary Lumida: Quarterly 13F Hedge Fund Analysis Review
May 17, 2025
Dive into the latest hedge fund activities and their investment strategies through intriguing 13F filings. Explore the challenges and potential recovery in the healthcare sector, while examining the influence of social media on momentum stocks. Get insights on position sizing and contrasting tactics from prominent investors like Bill Ackman. Plus, a detailed stock analysis covering giants like Meta and Netflix, alongside hidden gems in the market. A captivating mix of market insights and personal anecdotes awaits!
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Locked-Out Market Rally Insight
- The market rally is driven by forced buying and short covering, creating a locked-out rally that pushes prices up without significant pullbacks.
- Investors face high capital on the sidelines needing entry points, making the rally an "animal spirits" phenomenon.
Use 13F Filings Strategically
- Use 13F hedge fund filings to track top holdings, buys, and sells across funds to identify emerging themes.
- Combine this with proprietary tools to quickly weed out poor opportunities and confirm conviction.
Telcos Offer Bond-Like Value
- Some declining industries like telecom can offer attractive buyback yields and free cash flow at low valuations.
- This makes owning certain telecom stocks more appealing than holding bonds with little yield.