Hedge Fund Tips with Tom Hayes - VideoCast - Episode 240 - May 23, 2024

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[mattg]

My Thursday nights.... Playstation on mute, and Tom's podcast. Favorite night of the week!

[fernandiazrodd]

Love the Podcast Tom!!! You illuminate me with deep knowledge and you make me laugh with your witty comments!!!
Best 1 hour and 30 minutes of my week!!!

[investingperspective]

I look forward to your podcasts each week! ❤

[ishanzakariyakhwaja]

Another amazing podcast, thank you Tom!

[TooAjitQuit]

Thanks for another great episode, Tom! Appreciate you sharing your insight on the capital control take for BABA's CBO. On a side note, I was pleasantly surprised by your nuanced perspective on the benefits of being teetotal during the BF discussion. I've also found that lifestyle to have its advantages.

[drew]

Great cast Tom. Really helpful analyses of VFC & Baxter. Opportunities just keep coming.

[monykhiev]

made me laugh out loud "99 problems but dilution at one". Thanks Tom have a great weekend

[TheDickyB]

Thanks Tom. Another winner this week. Regarding EVO (Evolution), it is a really popular value play - I have a significant position and have benefitted greatly. One thing - you were looking at the incorrect chart for the Stock Charts EVO ticker - Evolution is no where near $4 because if it was I'd be buying it in droves (lol)! That said, it has had a recent pullback due to the fact its Rev growth rate is starting to slow a bit (can't be 90% forever) but it has a nice moat so I'm not worried and look at the recent dip as a chance to build on my position. Definitely worth a look for a long term holding.

[JohnDon-ilrg]

I have heavy gains on GOOS, and VFC recovering nicely. Thanks.

[jamesgallant]

Hi Tom great podcast. I have evolution gaming on my watchlist and I believe it's because of regulation issues and they have been hit with a class action lawsuit for securities fraud. The balance sheet looks great however, regulation is always a concern with gambling companies.

[zack]

Looking at the spring marketing campaign of Vans across all regions, it certainly does look like Vans is cool again. Old skool and slip-ons for the skinny jean loving casual wearers/ skaters/ punks / emos . Lowland for a more casual shoe. Vans Ultrarange for more comfort and durable jogging type shoe. AVE and Half-Cabs for skaters, New SKU with 20 different colorways for Y2Ks who love baggy jeans (Kids love colorful cute shoes ! The Crocs brand became a multibagger because they tapped into this market !)

Given the extremely low base in FY24( FY23 was on decline, and then FY 24 pushed it to the extreme), Bracken knows that the bottom is in and FY25 will definitely improve from here but he rather let the numbers speak for themselves in the following earning quarters. I wouldn't be surprise lots of insider buying going into Q1-Q2 of FY25. The new CEO CFO and Vans brand president will likely be buying with their own cash.

[cantrader]

Any way you could have the charts more focused? It's so blurry can't read anything. Thanks

[pweb]

I dont get the obvious (not for me )- connection between rate cuts and biotech