Hedge Fund Tips with Tom Hayes - VideoCast - Episode 229 - March 7, 2024

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[aladdin]

Really appreciate your insights. It is a pleasure to follow your podcasts!

[monykhiev]

disclaimer music made me nearly jump out of my seat haha. I like it, its upbeat. Was waiting for someone to start rapping...
Thanks again Tom. Great videocast! Have a safe trip next week.

[PopPop]

Thanks Tom - fun family pictures! Great lessons - 'Don't lose money' ;) Inspiring me to work on my game! Safe Travels!

[drew]

Fantastic videocast as always Tom. Great SWK/ other analysis & always learn from your expert dissection in the AMAs. Like the cool disclaimer music too- very energetic.

[TheDickyB]

Solid insight on PDD. Funny what happens when you dig a little and find that things don't quite add up. It'll be interesting to see how that plays out.

[Itay]

The thesis about $swk selling the shovels in the house building boom needed to match demand is gold! Looked for an expression but NVR/Lennar/GRBK look fairly valued.

Thanks!

[kashganja]

The record quality of the video was a bit off, bit blurry. Thanks for the insight Tom.

[AndreaDeBernardi]

👍 for Koyfin, easier to follow during the podcast. 👍

[ac]

Ole Turnaround Tom 😂😂 You should meet my friends, buy high Bryan and sell low Steve.

[jimboslice]

Hey tom. What efforts would pDD have on baba if the numbers are fake? Thanks

[bobjohnson]

Tom, the music is hilarious in the best way possible - brought me back to the 90s movie Teenage Mutant Ninja Turtles when they were at the club and about to Debut Vanilla Ice!