Hedge Fund Insiders

Is Amazon The Multi-Trillion Dollar Monopoly Hiding In Plain Sight?

Many Ways To Skin A Cat Call us crazy but investing to us means buying a predictable long term cash flow stream at a discounted valuation or an asset that you can accurately value below that price. In our minds you need to first be able to accurately value something before can invest in it.  And then only if the price you are paying is […]

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Hedge Fund Legend Reveals his Secret Commodity Investment

David Einhorn Believes That Now Is The Time To Get Long Natural Gas One of the biggest mistakes that a typical mutual fund investor makes is chasing hot money.  After a particular fund manager has a terrific one or two year run you can bet your farm that retail investors will plow money into that fund expecting that hot performance to continue. Of course it […]

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A Sustainable 8.5% Yield From The Portfolio Of Wally Weitz

At Hedge Fund Insiders we follow what the really smart money is doing. That is all we do. Our philosophy is simple.  The best investors in the world have the best investment ideas.  So why not build a diversified portfolio from those ideas? That way we can not only match the investment performance of these top managers but beat them since we don’t have to […]

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The $3.5 Billion No-Lose Investment in Energy Right Now

Elite Hedge Fund Star Jeff Ubben Sees Oil Going To $100 – And Here is His Best Stock to Play That By Reece Morgan, Editor If you are of the opinion that oil prices are going to rise to $55 per barrel and stay there for a lengthy period of time–then you are wildly mistaken says ValueAct Capital’s Jeff Ubben. Ubben thinks that it is […]

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The Gold Weighting In Stan Druckemiller’s Portfolio Is A Warning For Us All

When perhaps the best hedge fund manager ever puts 30% of his portfolio into one investment we get very interested here at Hedge Fund Insiders. We focus exclusively on the investments being made by the best managers in the world.  The most compelling opportunities to us are those where one of these great managers takes an extraordinarily concentrated position. In this case the investor is […]

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This Man Called the Bottom (so far)

Hayman Capital’s Kyle Bass made half a billion dollars betting against U.S. residential mortgage back securities in 2007. Today he believes that there is by far one place where investors are going to want to be invested for the next 3 to 5 years. It is the energy sector.   Bass thinks that the window of opportunity to get invested in the sector will last […]

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What Are The Three New Companies In Seth Klarman’s Portfolio ?

The core belief at Hedge Fund Insiders is that the retail investor is making a mistake trying to compete with professional investors. A retail investor can dedicate a few hours a week to investment research. The top funds can dedicate hundreds of man hours researching a single idea as well as spend millions on third party research. Instead of competing against the top funds, we […]

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These Three Investing Superstars Believe It Is Time To Get Long Oil

When it comes to investing your hard earned money we believe that it is never a good idea to try and be a hero. It takes a long time to save up a decent amount of capital but only an instant to lose it if you take on inappropriate risks. That is why our approach is all about risk avoidance.  We focus only on stocks […]

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The Only Man Warren Buffett Trusted To Manage His Money – Lou Simpson

One of our favorite investors from whom to borrow ideas is a man that many people haven’t heard of.  His name is Lou Simpson and he has operated off the radar for decades. He does however have one very high profile fan in the form of the greatest investor who has ever lived……Mr. Warren Buffett. How much does Buffett respect Lou Simpson’s abilities?  So much […]

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Bill Ackman’s Portfolio – He Believes It Has Never Been This Undervalued

To see what is really going on a person needs to dig beneath the surface.  While 2015 appeared to be a so-so year for equity investors, there was more to the story than met the eye. The overall S&P 500 increased in 2015 by 1.4%.  That is well below the historic norm for the index but was certainly no disaster.  Breaking down the components of […]

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