Hedge Fund Industry News
A collection of Hedge Fund latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Is Adobe Inc. (ADBE) Among the Undervalued AI Stocks to Buy According to Hedge Funds?
Adobe Inc. (NASDAQ:ADBE) is one of the On April 20, 2026, CNBC reported that Adobe Inc. (NASDAQ:ADBE)'s Chief Executive Officer, Shantanu Narayen, in an interview, said he plans to step down after nearly two decades leading the company. He framed…
This Dominant Hedge Fund's Top 3 Holdings Are Genius Buys Now
Tracking billionaire-run hedge funds is a great way to source ideas regarding stock picks. If the big boys are buying, then it stands to reason that those stocks are likely solid buys. However, the trick is to invest alongside hedge funds that have…
Hedge Fund Broadwood Capital Added Over 1 Million Shares of STAAR Surgical to Its Position. Here's What That Means for Investors.
According to an SEC filing dated May 14, 2026, Broadwood Capital purchased 1,104,351 shares of STAAR Surgical Company. (STAA 0.97%) during the first quarter, an estimated $21.08 million transaction based on the quarter's average share price. The…
Here's What Put Seaport Entertainment Group (SEG) on a Strong Footing For Success
US-based investment company, McIntyre Partnerships, returned -19% gross and -20% net in the first quarter of 2026 compared to the Russell 2000 Value Index's 5% return. A copy of the letter can be downloaded here. Since inception, the fund has…
Your Friends and Neighbors future confirmed as season 2 finale looms
Your Friends & Neighbors fans are gearing up for some 'challenging hurdles' in the season 2 finale. The hit dark comedy crime drama Your Friends & Neighbors is preparing to launch its final episode of season two this week, titled The Night of the…
McIntyre Partnerships Sold Its Position in ICON Public Limited Company (ICLR). Here's Why
US-based investment company, McIntyre Partnerships, returned -19% gross and -20% net in the first quarter of 2026 compared to the Russell 2000 Value Index's 5% return. A copy of the letter can be downloaded here. Since inception, the fund has…
What Makes Vista Energy, S.A.B. de C.V. (VIST) an Investment Bet?
Zeno Equity Partners, an investment management firm, released its first quarter 2026 investor letter. A copy of the letter is available to download here. The firm owns companies that benefit from AI trends, although they are not primarily driven by…
Addressing Investor Transparency, Updates from Euronet Worldwide's (EEFT) First Analyst Day in a Decade
Voss Capital, LLC, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Voss Capital's funds, Voss Value Fund, LP, and the Voss Value Offshore Fund, Ltd returned -11.4% and…
Strategic Update on Xponential Fitness (XPOF)
Voss Capital, LLC, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Voss Capital's funds, Voss Value Fund, LP, and the Voss Value Offshore Fund, Ltd returned -11.4% and…
NVIDIA Corporation (NVDA): Leopold Aschenbrenner Is Betting Against This AI Giant
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and NVIDIA Corporation (NASDAQ:NVDA) ranks 2nd on this list. NVIDIA Corporation (NASDAQ:NVDA) is a new addition to the 13F portfolio…
SOXL: How Disciplined Tactical Moves In And Out Could Compound Wealth Over 30 Years (SOXL)
DM Martins Research 21.37K Followers The Direxion Daily Semiconductor Bull 3X ETF has gained 1,150% in the past year. Simplicity in investment strategy often outperforms complexity for most investors, enabling generational wealth creation. Elite…
Big Short' Michael Burry says SpaceX, Anthropic not worth $1 trillion
Michael Burry says he has major doubts about SpaceX and Anthropic's lofty valuations. In recent discussion threads on his Substack, the investor of 'The Big Short' fame questioned the worth of Elon Musk's rocket, satellite, and AI company, and the…
VanEck Semiconductor ETF (SMH): Leopold Aschenbrenner Is Bearish on Chip Stocks
We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and VanEck Semiconductor ETF (NASDAQ:SMH) ranks 1st on this list. VanEck Semiconductor ETF (NASDAQ:SMH) is a new addition to the 13F…
Tower Semiconductor Ltd. (TSEM): Leopold Aschenbrenner Is Bearish on This Company
We just covered the From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Tower Semiconductor Ltd. (NASDAQ:TSEM) ranks 34th on this list. Filings for the first quarter of 2026 show that Leopold…
The New Inflation Regime
The interest payments required to fund the US government debt are becoming a real problem. Since 2020, net interest outlays as a percent of GDP have risen from 1.4% to 3.1%, and the Congressional Budget Office (CBO) is projecting this ratio to grow…
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