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Hedge Funds , Mutual Funds

+15 pts



Super interesting that hedge funds piled back into growth right now, right as the pullback came last week. Very surprised o one hand to see...

By realmomobags on Aug. 29, 2022, 4:28 a.m.
Tagged topics: analyst checks , growth stock

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Mutual Funds

+24 pts



Betting on Growth in a down market

By ethonomics on Aug. 28, 2022, 2:20 p.m.
Tagged topics: growth stock

Views: 30, Votes: 6, Responses: 0, Attachments: 1
Hedge Funds , Mutual Funds

+49 pts



Latest positioning data show hedge funds and mutual funds returning to the Growth playbook

By ethonomics on Aug. 28, 2022, 2:12 p.m.
Tagged topics: analyst checks , growth stock

Views: 52, Votes: 9, Responses: 1, Attachments: 1
Hedge Funds

+15 pts



Since the June low, the market narrative has changed: Fed will slow down its pace of hiking and inflation is peaking. As a result, HFs...

By marschenntdeb729bd97b0413b on Aug. 28, 2022, 4:53 a.m.
Tagged topics: growth stock

Views: 1, Votes: 1, Responses: 0, Attachments: 0
Hedge Funds

+16 pts



The most popular top 10 is something like QQQ while oil stock is constantly ignored. When you compare oil stock with META, it is not...

By wallstreetfront on Aug. 26, 2022, 7:30 a.m.
Tagged topics: growth stock

Views: 1, Votes: 2, Responses: 0, Attachments: 0
Hedge Funds

+6 pts



Thank you for providing these valuable insights from Goldman Sachs. They are always very helpful in navigating the markets....

By ayesha on Aug. 26, 2022, 12:20 a.m.
Tagged topics: growth stock

Views: 1, Votes: 2, Responses: 0, Attachments: 0
Hedge Funds

+6 pts



Really interesting. Seems everyone sticking to FAANGM despite growth tailing off. Maybe that’s why market as a whole is staying strong....

By realmomobags on Aug. 25, 2022, 12:23 p.m.
Tagged topics: growth stock

Views: 1, Votes: 2, Responses: 0, Attachments: 0
Hedge Funds

+77 pts



Hedge Funds Hunkering down

By ethonomics on Aug. 25, 2022, 10:59 a.m.
Tagged topics: growth stock

Views: 60, Votes: 10, Responses: 4, Attachments: 1
US Macro

+16 pts



For stocks that return cash to shareholders typically outperform as economic growth decelerates. When growth slows, a sector neutral portfolio of stocks spending the most...

By ntanminchen on July 27, 2022, 11:47 p.m.
Tagged topics: valuations , growth stock

Views: 3, Votes: 2, Responses: 0, Attachments: 0
US Macro

+40 pts



Challenges remain for unprofitable growth stocks despite valuation reset

By ethonomics on July 27, 2022, 5 p.m.
Tagged topics: valuations , growth stock

Views: 43, Votes: 4, Responses: 1, Attachments: 1
XOM

+37 pts



$XOM Exxon Mobil - Differentiated Growth Strategy

By Btam on June 23, 2022, 1:02 a.m.
Tagged topics: growth stock

Views: 29, Votes: 5, Responses: 0, Attachments: 1
US Macro

+11 pts



Growth vs value to move sideways is also my base case. Too many people expect growth to rise again but I’m not sure what the...

By realmomobags on April 27, 2022, 5:48 a.m.
Tagged topics: growth stock , growth vs value , soft landing

Views: 1, Votes: 2, Responses: 0, Attachments: 0
US Macro

+12 pts



The conventional wisdom is that in a slow-growth environment, the yield on long-duration Treasuries will gradually come down, and one should overweight growth stocks (e.g.,...

By marschenntdeb729bd97b0413b on April 26, 2022, 6:51 p.m.
Tagged topics: growth stock , growth vs value , soft landing

Views: 3, Votes: 3, Responses: 0, Attachments: 0
US Macro

+54 pts



The Fed’s hard path to a soft landing means an even harder path for Growth stock outperformance

By ethonomics on April 26, 2022, 5:22 p.m.
Tagged topics: growth stock , growth vs value , soft landing

Views: 170, Votes: 9, Responses: 2, Attachments: 1
Global Macro

+36 pts



Global equities rebound; Growth stocks outperform

By ethonomics on March 21, 2022, 3:10 p.m.
Tagged topics: growth stock

Views: 39, Votes: 2, Responses: 0, Attachments: 1
Software

+41 pts



Software valuations still not at historical average despite recent rotation driven sell-off

By josiebe on Jan. 18, 2022, 2:53 p.m.
Tagged topics: sector rotation , growth stock

Views: 57, Votes: 3, Responses: 0, Attachments: 1
SE

+10 pts



Today’s decision to authorize VLN®’s MRTP application places the FDA and 22nd Century together at the vanguard of transforming the tobacco industry. With 60% of...

By kat on Dec. 23, 2021, 12:52 p.m.
Tagged topics: positive catalyst , growth stock , Asia

Views: 4, Votes: 1, Responses: 0, Attachments: 0
SHOP

+47 pts



$SHOP Multiple Growth Drivers From Shopify As Per Investor Roadshow

By Btam on Dec. 1, 2021, 5:01 a.m.
Tagged topics: management commentary , growth stock , eCommerce

Views: 71, Votes: 9, Responses: 0, Attachments: 1
CHWY

+5 pts



I'm very disappointed. Where is the deep-dive report? I would not recommend anyone to waste your points to unlock this post as I was not...

By irenyang.to on Nov. 14, 2021, 2:34 p.m.
Tagged topics: growth stock , eCommerce , Needham , pet adoption , large TAM , fully valued

Views: 2, Votes: 1, Responses: 0, Attachments: 0
SE

+1 pts



thanks...

By i_sarut on Oct. 28, 2021, 12:54 p.m.
Tagged topics: positive catalyst , growth stock , Asia

Views: 1, Votes: 1, Responses: 0, Attachments: 0