MARKETS, STOCKS
Thomas Hayes
Founder, Chairman, and Managing Member,
Great Hill Capital, LLC
- Founder, Chairman, and Managing Member of Great Hills Capital, LLC
- Hedge Funds Tips with Tom Hayes VideoCast and Podcast
- Featured on Fox Business TV, Yahoo! Finance TV, Wall Street Journal, Barron's, and More
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About Thomas
Thomas J. Hayes is the founder, chairman, and managing member of Great Hill Capital, LLC (a long/short equity manager based in New York City). Before starting his own firm, Mr. Hayes worked with Cornwall Capital, LP (one of the firms featured in The Big Short book and movie). On a weekly basis, he publishes his timely stock market commentary, Hedge Fund Tips with Tom Hayes videocast and podcast. He has a wide following in the investment management, hedge fund, and media community.
Thomas's Articles
Nearly one year ago, we published “Boring Business Stock Market (and Sentiment Results),” laying out our thesis on VF Corp. (VFC) at what seemed like its lowest point. Now, just as we made bold predictions last year, we’re doing the same again, says Tom Hayes, editor of HedgeFundTips.
Thomas Hayes
CONSUMER DISCRETIONARY
Tickers: VFC
We just put out a summary of the monthly Bank of America “Global Fund Manager Survey.” This month, they surveyed 205 institutional managers with about $482B assets under management. Here are five key takeaways for traders, remarks Tom Hayes, editor of HedgeFundTips.
Thomas Hayes
TRADING
Etsy Inc. (ETSY) is the fourth most visited e-commerce site in the US, but unlike its price-driven competitors, it has carved out a competitive niche focusing on handmade, vintage, and customized goods. This strategy is a key competitive advantage, allowing Etsy to avoid the "race to the bottom" behavior that continues to pressure broader e-commerce, advises Tom Hayes, editor of HedgeFundTips.
Thomas Hayes
CONSUMER DISCRETIONARY
One of our highest conviction picks heading into 2025, and perhaps the most unpopular at the moment, is Boeing Co. (BA). Our thesis can be summed up in one sentence: It operates in a legal, growing, global duopoly with Airbus, with the two companies delivering more than 99% of commercial aircraft from 2000 - 2022, says Tom Hayes, editor of HedgeFundTips.
Thomas Hayes
TRANSPORTATION
Tickers: BA
Thomas's Videos
Join Thomas Hayes to see how we are positioned to navigate the markets for the 2nd half of 2024.
Thomas Hayes
STOCKS
28:33
Join Thomas Hayes to hear his three turnaround stocks and the market outlook for 2024.
Thomas Hayes
STOCKS
34:59
Join Thomas Hayes as he explains how to clean up what has been left behind. He will share the companies, sectors, and counties we are eying for alpha.
Thomas Hayes
MARKETS
30:52
A radical change in central bank policy in the last 18 months coupled with the return of inflation have re-energized the market for long-short investing strategies. For much of the previous decade, near-zero-interest rate policies lured investors toward long-duration assets like tech stocks and long-term bonds The upshot is that long-short funds are finding new opportunities while traditional investors struggle to adjust to the new environment. Hear from several managers who are capitalizing on the changing landscape.
CFP Board Pending/1 Hour I&WI CE Credits
Thomas Hayes
FUNDS
54:53
