Hedge Fund News, Information and Data, Hedge Fund Alpha

Hedge Fund Alpha

Hedge Fund News, Information and Data

We focus on hedge funds with a bias towards emerging managers, specifically fundamental long-short managers. We are known for a lot of insights and exclusives on hedge fund letters, coverage of industry conferences, and interviews with investors and interesting service providers.

Thematic (Sector/Industry)

<ul><li>Argosy Investors' commentary for the second quarter ended June 30, 2026.</li><li>Dear Investors, This past quarter was among the most challenging since I began investing, mostly due to the runaway AI market, which has since corrected somewhat and already removed a mid-20’s investment savant from his once-high perch atop the AI investment landscape.</li><li>While I am glad to see some sanity return to the market in recent weeks, there is still extremely high enthusiasm for AI and anything AI-related.</li></ul>

Argosy Investors' commentary for the second quarter ended June 30, 2026.Dear Investors, This past quarter was among the most challenging since I began investing, mostly due to the runaway AI market, which has since corrected somewhat and already removed a mid-20’s investment savant from his once-high perch atop the AI investment landscape.While I am glad to see some sanity return to the market in recent weeks, there is still extremely high enthusiasm for AI and anything AI-related.

Mostly Borrowed Ideas Deep Dives, MBI Deep Dives

MBI Deep Dives

Mostly Borrowed Ideas Deep Dives

MBI is the abbreviation for “Mostly Borrowed Ideas”. Why “Mostly Borrowed Ideas?” As a generalist, I do not have a background in any particular sector. I enjoy navigating across industries, businesses, and countries to learn, understand, and connect the dots. In any case, most ideas and innovations are incremental in nature. Very few of us are smart enough to come up with truly original or groundbreaking ideas. I am Abdullah Al-Rezwan. I was born and brought up in Bangladesh. I went to University of Dhaka for my undergrad and majored in Finance. After working three and half years in Equity Research (Sell-side) covering Financial Sector in Bangladesh, I left Bangladesh to pursue my MBA in the US. I graduated within top 10% of the class from Cornell University's two-year MBA program and worked on the buy-side following my graduation. During my time at Cornell, I won two stock pitch competitions and also became finalists in four other competitions. I thoroughly enjoyed my stint as a generalist in the US large cap team at Madison Investments and covered a wide range of companies from UnitedHealth to Amazon and Boeing before US immigration reality paused my career in investment management. As my work authorization expired, I moved to Canada in January, 2021. Then in early 2022, I was able to return to the US.

Equity Bottom-Up

Floor & Decor Holdings / Equity Bottom-Up

<ul><li>One of the ironies of operating in a cyclical end market is that management can sound like genius to somewhat hopeless depending on the stage of the cycle they are in.</li><li>And if you are caught in the wrong side of the cycle for long enough, investors often start questioning whether this is really just a cyclical downturn or symptom of a rather deep malaise.</li><li>Of course, if you operate on the other extreme for slightly longer than what a typical cycle predicts, all sorts of secular bull narrative comes at your doorstep.</li></ul>

One of the ironies of operating in a cyclical end market is that management can sound like genius to somewhat hopeless depending on the stage of the cycle they are in.And if you are caught in the wrong side of the cycle for long enough, investors often start questioning whether this is really just a cyclical downturn or symptom of a rather deep malaise.Of course, if you operate on the other extreme for slightly longer than what a typical cycle predicts, all sorts of secular bull narrative comes at your doorstep.

Floor & Decor's Cyclical Malaise Vs Structural Moat

High Quality Stock Setups, Weekly Stock Bull Finder

Weekly Stock Bull Finder

High Quality Stock Setups

Finding high potential stock setups on quality companies

<ul><li>After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break down below prior weekly support levels in a large bearish engulfing candle last week.</li><li>This breakdown can serve as a tailwind for multi-nationals (especially technology names), commodities, emerging markets, treasuries, and cryptos.</li><li>The dollar is now sitting at a 15 month low. This decline may not be over as the MACD indicator is now crossing down.</li></ul>

After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break down below prior weekly support levels in a large bearish engulfing candle last week.This breakdown can serve as a tailwind for multi-nationals (especially technology names), commodities, emerging markets, treasuries, and cryptos.The dollar is now sitting at a 15 month low. This decline may not be over as the MACD indicator is now crossing down.

United States

Floor & Decor Holdings, Inc. operates as a holding company. The Company, through its subsidiaries, retails tile, wood, laminate, and natural stone flooring along with decorative and installation accessories. Floor & Decor Holdings serves customers in the United States.

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Floor & Decor Holdings (FND US)

Argosy Investors Q2 2026 Commentary

While I am glad to see some sanity return to the market in recent weeks, there is still extremely high enthusiasm for AI and anything AI-related.

Hedge Fund Alpha

Floor & Decor's Cyclical Malaise Vs Structural Moat

One of the ironies of operating in a cyclical end market is that management can sound like genius to somewhat hopeless depending on the stage of...

MBI Deep Dives

Weekly Stock Bullfinder - Week of 7/17

After witnessing a parabolic advance at the beginning of the Federal Reserve’s tightening cycle in early 2022, the US dollar has decisely break...

Weekly Stock Bull Finder

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