Investing With The Whales | Episode 27 | Interview with Tom Hayes
In the 27th episode of Investing With The Whales, I interview Tom Hayes, chairman and managing member of Great Hill Capital
This episode is brought to you by Lupton Capital – www.LuptonCapital.com
Hello everyone,
In the 27th episode of Investing With The Whales, I interview Tom Hayes, chairman and managing member of Great Hill Capital.
Follow Tom on Twitter and check out his service HedgeFundTips.
Topics discussed: Alibaba breaking into six companies, company spin-offs, holding period, commercial real estate, banking crisis, dollar, emerging markets, China, 2023 market, Hedge Fund Tips newsletter, running a hedge fund.
Stocks covered in detail: BABA, AMZN, VNO, MMM
Stocks mentioned: GOOG, NVDA, BAC, EXPE
In addition to my podcast, I offer several other investment-related services:
I also run the largest Stocktwits room, where I post about my investment portfolio and trading portfolio, including access to my daily activity, market commentary, investment models, daily webcasts, and much more. Subscribe at stocktwits.luptoncapital.com
Recently, I launched a service on Seeking Alpha, which is a combination of both Substack newsletters and my Stocktwits room but in one place to make things more streamlined. Subscribe at seekingalpha.luptoncapital.com