Latest ideas and analyses related to growth to value

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AMZN , GOOGL , FB , MSFT , GM , TWTR , BABA , SNOW , C , FCX , ILMN

+2 pts



Good to do barbell portfolio....

By anon7828 on May 21, 2021, 12:59 p.m.
Tagged topics: sector rotation , hedge funds , crowded trades , Goldman Sachs , growth to value

Views: 4, Votes: 2, Responses: 0, Attachments: 0
FB , MSFT , AMZN , GOOGL , BABA , C , GM , FCX , ILMN , SNOW , TWTR

+52 pts



Goldman says $FB, $MSFT, $AMZN, $GOOGL, $BABA are currently the most popular long positions among hedge funds

By labjordan on May 21, 2021, 11:42 a.m.
Tagged topics: sector rotation , hedge funds , crowded trades , Goldman Sachs , growth to value

Views: 314, Votes: 10, Responses: 1, Attachments: 28
MSFT , ADBE , CRM , INTU , SPLK , ASAN , CRWD , SAIL , VRNS

+37 pts



$SPLK - Jefferies sees more near-term downside from broad tech selloff given valuations still ~11% above historical average (as requested)

By cassie on May 10, 2021, 1:13 p.m.
Tagged topics: valuations , sector rotation , Jefferies , growth vs value , tech selloff , growth to value

Views: 202, Votes: 3, Responses: 0, Attachments: 15