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Articles on Top-Performing Hedge Funds
About the Author
Hedge Vision aims to analyze hedge fund holdings in order to pinpoint companies with exceptional quality and long-term potential. Tracking the holdings of top-performing investors provides a wide range of insights that often fly under the radar. I also provide contributing members with updates on my own portfolio, as well as my stock purchases and sales in real-time on Substack Chat. You can find my 2023 portfolio review here:
I hold a Bachelor’s Degree in Finance and have worked as an analyst at a Fortune 500 company. I currently work as a writer at a financial media publication.
A book that has heavily influenced my investing philosophy is Common Stocks and Uncommon Profits by Philip A. Fisher. Warren Buffett and his counterpart, Charlie Munger, both claim their investing styles have been influenced by Fisher.
I make sure to reference Fisher's 15 Points, a detailed qualitative checklist described in his book, before making any investment decision.
Here are a few of my favorite points:
"Does the company have products or services with sufficient market potential to make possible a sizable increase in sales for at least several years?"
As a growth investor, I prefer to invest in companies with high and recurring sales growth. In my opinion, companies selling products or services that have a consistent and constant stream of demand, like cloud services and cybersecurity, will likely perform well over the long term.
"Does the company have a short-range or long-range outlook in regard to profits?"
An investor should only be focused on the long term outlook of companies that they invest in. Investing in unprofitable companies shouldn't be seen as taboo as long as margins and FCF trend up over the long run. Additionally, the path to profitability should be clearly sustainable.
"Does the management talk freely to investors about its affairs when things are going well but "clam up" when troubles and disappointments occur?"
An ideal company is completely transparent about their operations and financials. No company is immune to bad news, and an honest management team should report all material news to shareholders, rain or shine.
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Hedge Vision is not investment advice. The information provided in this financial newsletter is for educational and informational purposes only. It is not intended as, and shall not be construed as, investment advice. Readers should conduct personal due diligence and adequate research before taking any investment position.
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