Hedge Fund Tips

1. VF has plans to fix the Vans brand which lost its way more than a year ago (marketwatch)
2. PayPal Earnings Beat. Payment Volume Edges By Estimates Amid Apple Worries (investors)
3. ‘Well, it’s complicated’: PayPal shares fall 9% on flat profit outlook (streetinsider)
4. Chinese equity flows turn positive as Beijing signals support (ft)
5. Disney’s Epic Day: a Beat, a Payout Boost, and More (barrons)
6. Disney’s new message of ‘urgency’ is resonating big time on Wall Street (marketwatch)
7. Disney Turns to Taylor Swift, ‘Fortnite’ to Bolster Its Fortunes (wsj)
8. Why Americans Are So Down on a Strong Economy (wsj)
9. Investors Are Almost Always Wrong About the Fed (wsj)
10. Super Bowl Ads Get More Star Power, More Candy (wsj)
11. American CEOs Visiting China Can’t Escape It: They Have to Dance on Stage (wsj)
12. Beijing is intensifying efforts to stem a painful slump in share prices (wsj)
13. ‘Non, Merci Joe!’ – France Is (Was) The Biggest Importer Of US LNG (zerohedge)
14. Why JPMorgan’s trading desk just reversed course and turned bullish on stocks (businessinsider)
15. Market call: Chinese start-ups still crave US investors despite IPO challenges (scmp)
16. Short-selling in China slumps to 3-year low after curbs imposed to lift market (scmp)
17. Wynn Resorts beats profit estimates on improved Las Vegas, Macau performance (scmp)
18. Google rebrands Bard chatbot as Gemini, rolls out paid subscription (reuters)
19. Alibaba Beats On Bottom Line, Steps Up Buybacks (chinalastnight)
20. China CPI inflation underwhelms in Jan, PPI sees limited improvement (streetinsider)

1. It’s halfway through earnings season. Tom Lee has four reasons results are better than they appear. (marketwatch)
2. Alibaba Group Announces December Quarter 2023 Results (alibaba)
3. Alibaba Q3 Revenue Beats Views As China’s Internet Giant Hikes Buyback Program By $25 Billion (IBD)
4. Tom’s early take on BABA results (X)
5. Chinese stocks showing signs of ‘capitulation’ as Wall Street analysts say bottom is in (marketwatch)
6. China Replaces Top Markets Regulator as Xi Tries to End Rout (bloomberg)
7. Disney Investors Seek Clarity on Elusive Streaming Profits (bloomberg)
8. These Two Fifth Avenue Blocks Are at the Center of New York’s Retail Real Estate Revival (bloomberg)
9. PayPal Earnings Are Here. Investors Need Evidence It Can Compete With Big Tech. (barrons)
10. Commercial Real Estate Will Rebound, Including the Office Sector, Says Investor (barrons)
11. New York Community Bank Was an ‘Outlier.’ Bank Stocks to Buy on the Dip. (barrons)
12. Big Tech Is Expensive. Consider Buying These Value Stocks Instead. (barrons)
13. PayPal Earnings Are Here. Investors Need Evidence It Can Compete With Big Tech. (barrons)
14. Walt Disney, Fox, Warner Bros. Discovery to Team Up in Sports Streaming (barrons)
15. Ford Could Get 50% More Profit Without EVs (wsj)
16. Beijing Appoints Capital Markets Veteran As Regulatory Chief Amid Stock Meltdown (zerohedge)
17. Who’s Who in the Battle Over Disney’s Board (wsj)
18. Third Point Takes Large Stake in Alphabet (Again) (institutionalinvestor)
19. New US-China economic exchanges show how status quo trumps substantive changes in ties, analysts say (scmp)
20. Break Up Disney? Why the Latest Activist Proposal Could Be Good News for Disney Shareholders (fool)
21. Amazon has the most ‘juice’ to the upside among Big Tech stocks, says Evercore ISI’s Mark Mahaney (cnbc)
22. Why JPMorgan’s trading desk just reversed course and turned bullish on stocks (businessinsider)

VF Corp earnings will be covered in detail in this week’s note out tomorrow…