Thanks to Samuel Shen and Xie Yu for including me in their article on Reuters today. You can find it here:
Tom Hayes – Quoted in Reuters article – 8/10/2022
Thanks to Bansari Kamdar and team for including me in their article on Reuters today. You can find it here:
Be in the know. 10 key reads for Wednesday…
- SoftBank to Reduce Alibaba Stake, Expects $34 Billion in Gains (wsj)
- Get ready for more merger mania in the pharma sector for the rest of the year (marketwatch)
- Homebuyers dial back amid affordability issues, shaky economy (foxbusiness)
- China’s Central Bank Warns of Inflation Risks as CPI Climbs (bloomberg)
- Russia Ready to Resume Oil Flow to Central Europe as Spat Solved (bloomberg)
- IAC Foundation Shows Few Cracks (wsj)
- Tech Stocks Are Back in the Market’s Driver’s Seat (wsj)
- Obsessing over CPI? You could be missing bargain stocks that build long-term returns, say these fund managers (marketwatch)
- S. Home Inventory Grew at Record Pace in July (barrons)
- China Says Taiwan Military Drills Over, Plans Regular Patrols (bloomberg)
A “Sealing Systems” Stock Market (and Sentiment Results)…
Opinion, Not Investment Advice. See Terms Above. Disclosure: We own a meaningful amount of CPS stock.
On June 7, 2022 we broke our Cooper Standard (CPS) thesis publicly on Fox Business for the first time: Continue reading “A “Sealing Systems” Stock Market (and Sentiment Results)…”
Hedge Fund Trade Tip (PIN) – Position Idea Notification
Where is the money flowing?
Be in the know. 17 key reads for Tuesday…
- I’ll be speaking at the Money Show Accredited Investors Virtual Expo from 5:05-5:35pm today. Register free at this link (moneyshow)
- Alibaba Says Its Primary Listing in Hong Kong Has Been Approved (barrons)
- Applebee’s, IHOP parent Dine Brands tops profit, revenue expectations amid ‘sustained’ traffic and dine-in recovery (marketwatch)
- Why Wall Street celebrating Inflation Reduction Act could be premature (New York Post)
- Baidu To Offer Robo Taxis In More Cities, Alibaba Prepares For Southbound Stock Connect Eligibility (chinalastnight)
- Boeing (BA) Expected to Resume 787 Dreamliner Deliveries in the Coming Days – FAA (streetinsider)
- China’s July Car Sales Rise 20% on Demand For Electric Vehicles (bloomberg)
- SoftBank Reports $23 Billion Loss as Tech Investments Plummet (nytimes)
- The Math Behind GE’s Breakup. It’s a Sum-of-the-Parts Party. (barrons)
- GM and 9 Other Stocks That Should Shine in a 2023 Recession: Citi (barrons)
- Here are 10 reasons why JPMorgan says the global stock market rally will continue (marketwatch)
- BANK OF AMERICA: Buy these 7 consumer discretionary stocks — including one with 56% upside — which will start to outperform as soon as 6 months before the Fed starts to cut interest rates (businessinsider)
- Alibaba Reduced Workforce by Nearly 10,000 in Three Months (bloomberg)
- Flight Bookings to Hong Kong Surge 249% After Quarantine Cut (bloomberg)
- BofA Sees Slower Card Spending as Rent Increases Dent Wallets (bloomberg)
- Saudi-Backed LIV Tour Makes PGA Winnings Look Like Chump Change (bloomberg)
- Walking Dead Network Still Has Life (wsj)
Tom Hayes – Quoted in New York Post article – 8/8/2022
Thanks to Lydia Moynihan and Josh Kosman for including me in their article in the New York Post today. You can find it here:
Click Here to View The Full Article at the New York Post
Tom Hayes – Benzinga Appearance – 8/8/2022
Benzinga – Thomas Hayes – Chairman of Great Hill Capital – August 8, 2022
Watch Directly On Benzinga HERE
Tom Hayes – Quoted in Reuters article – 8/8/2022
Thanks to Davide Barbuscia, Megan Davies, David Gaffen, Laura Sanicola, Saqib Ahmed Sinead Carew, Susan Mathew, Akash Sriram Aniruddha Ghosh & Megan Davies for including me in their article on Reuters today. You can find it here: