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Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Hedge Fund Positioning: 13F Review
Feb 19, 2025
57:30
Download the 13F document here - bit.ly/41gM9LF
(01:12) Hedge Fund Position Analysis
(02:07) Team Expansion and Future Strategy
(02:46) Key Holdings and Market Trends
(04:23) Extracting Value from 13F Filings
(07:20) Insights from Druckenmiller’s Portfolio
(19:25) Airlines & Travel Sector Outlook
(24:32) Altimeter’s Tech Investments
(30:27) Risks of Share-Based Compensation
(30:37) Point 72’s Investment Approach
(32:12) Ozempic’s Impact on Consumer Staples
(34:24) The Quality Stock Bubble
(35:15) Point 72’s Diversified Strategy
(43:04) Michael Burry’s Latest Trades
(45:33) Healthcare Stocks: A Defensive Play?
(48:46) Skechers: An Underrated Competitor
(52:32) Virtu: A Cost-Effective Trading Bet
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Watch the video on Youtube: https://www.youtube.com/@Lumida_Wealth
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