Hedge Fund Tips with Tom Hayes - VideoCast - Episode 201 - August 24, 2023

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[TooAjitQuit]

“Stay put if it’s one of the highest quality businesses, suck it up, don’t hedge, don’t do all of this nonsense for short term fluctuations. Know what you own, know the business, know how you would deal with it in a private market, just sit tight, and become wealthy.” Bravo Tom

[drew]

Yet another great podcast - really liked the individual stock summaries format with data. Negative bird analogy was perfect & made me chuckle. Appreciate the AMA & shout out last week.

[KK-ezlg]

I like how you talk about your children at the start of every video. Family first Tom!

[johniamranond]

Tom. I was listening again at 40min in. To remind myself not be emotional and the market serves this once in a decade. That knyou for the mindset

[brent]

Thanks Tom! Enjoy your weekend with the family.

[KD-rtyd]

Looking forward to your posts every week! Keep up the great work 🎉🎉🎉

[PopPop]

Thanks Tom, Fun family update and Golf journey!

[tuhingupta]

Thank you Tom for all the wealth you share. 🙏

[vlldovi]

Great video - loved all the individual analyses and charts provided.

[zack]

23:53 that should be Q4 which is the period where Alibaba has their annual 11.11 single day sales.

[stephenframpton]

Figured you might say something like that about the Post article!

[monykhiev]

Thanks again Tom! Great info as always

[AllAroundAtlanta]

Good job Tom, ever get a chance to check out Bald Head Island? Love the area.

[evayrolandoquintanilla]

Tom.. love your videocast... could you talk a bit more about Sea Limited? I get its cheap on P/S basis... Everyone is competing in the online store business.... I compared it to ETSY... it seems ETSY is a better bet right now (thanks for the pointer last videocast on ETSY... wouldnt mind you talking more of that stock either...after your position is filled)

[pweb]

I like hearing your ideas. But the one doubt I have with some of your selections is the rerating of some of them due to their growth rate; eg SWK. Sure they can fix their margin problem, but they cant change the fact that they are a mature business and the growth rates implied by their historic PEs is doubtful going forward

[kashganja]

You 3x your abonnees on youtube in 2 years Tom :)

[joshuaburns]

I'm a trader and I love the volatility

[joshuaburns]

May I ask how you like to play Biotech? Do you like LABU?