Lumida Wealth : Non-Consensus Invest Beyond the Ordinary

Lumida Whale Watch: Hedge Fund Bets Revealed

Episode Summary

In this episode of Non-Consensus Investing, host and CIO Ram Ahluwalia of Lumida Wealth takes an in-depth look at the recent 13F filings from various hedge funds. Ram explains the significance of these filings and how they reveal top hedge fund managers' investment strategies and stock positions. He highlights key insights and observations, including the most favored and reduced positions among leading funds, and shares his own analysis on notable stocks like Nvidia, Amazon, Apple, and more. Ram also provides commentary on value and growth stocks, macroeconomic indicators, and the importance of independent validation in investment decision-making. This episode contains actionable insights for those looking to invest beyond the ordinary.

Episode Notes

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