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Thomas J. Hayes
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Thomas J. Hayes
@HedgeFundTips
GreatHillCapital.com (L/S Equity - Money Manager) Chairman, PM. HedgeFundTips.com Founder. Husband, Dad, Golfer. Not Investment Advice.
Newport Beach, CA and NYC
hedgefundtips.com/about-tj-hayes/
Joined June 2011
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  • Pinned
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    Thomas J. Hayes
    @HedgeFundTips
    Jul 17
    My 352nd #VideoCast is out. This week's general #StockMarket Commentary and items of note... You can watch it here 👇
    5.7K05.7K
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    Thomas J. Hayes
    @HedgeFundTips
    Sep 26, 2024
    The David Tepper interview on China this morning was among the most important 10 minutes of TV this year. If anyone has the full feed pls DM me.
    476K0476K
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    Thomas J. Hayes
    @HedgeFundTips
    Jan 4, 2024
    🤫 $BABA $KWEB
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    177K0177K
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    Thomas J. Hayes
    @HedgeFundTips
    Aug 2, 2024
    Thanks to the amazing @LizClaman, @_kathrynmeyers and @jakedarren97 for having me on @FoxBusiness, the @ClamanCountdown today with @NickTimiraos to discuss #StockMarket #CarryTrade #SAHM rule #stocks. You can find it here 👇👇👇
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    Thomas J. Hayes
    @HedgeFundTips
    Oct 13, 2025
    No one is expecting housing prices to drop... Weekly podcast here: hedgefundtips.com/category/video… #investing #stockmarket #stocks
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    Thomas J. Hayes
    @HedgeFundTips
    Oct 13, 2025
    Be in the know. 15 key reads for Monday… #StockMarket hedgefundtips.com/be-in-the-know…
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    Thomas J. Hayes
    @HedgeFundTips
    May 16, 2024
    Not only did David Tepper increase his position in Alibaba $BABA by 158% last quarter, but it is now his #1 position size - approaching $1 Billion - at today’s mark-to-market price. “When it rains gold pull out a bucket, not a thimble,” Warren Buffett. Big concentrated bets
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    Thomas J. Hayes
    @HedgeFundTips
    Oct 6, 2025
    Where is money flowing today? $AMD $SANM $EOSE $NNE $CMA $ALAB $IREN $LUMN $FLY $PATH $ORLA $DGNX $ACHR $GLXY $OKLO $APLD $BMNR $RIOT $ONDS $NAMS $UUUU $AG $ARWR $VKTX $SMCI $FORD $ABVX $GSAT $CYTK $SBET $SMR $GEMI $CWEN $CIFR $CRWV $NTLA $PI $FORM hedgefundtips.com/?p=66151
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    Thomas J. Hayes
    @HedgeFundTips
    Oct 13, 2025
    Where is money flowing today? $CRML $USAR $BE $UAMY $MP $FLNC $UUUU $QS $BITF $EOSE $TMC $PLUG $OKLO $RGTI $BBAI $LEU $AMRC $SMR $TAC $SNDK $AGX $QBTS $ENVX $APLD $NNE $SYM $CIFR $SEI $PONY $YELP $METC $IONQ $EXK $VNET $AVGO $ONTO $CLS $SKE $ENTG $AMBA hedgefundtips.com/where-is-money…
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    Thomas J. Hayes
    @HedgeFundTips
    Oct 24, 2022
    Long thread on $BABA: A friend asked this morning what I was doing with our portfolio position in $BABA (9988.HK) given the news over the weekend. My reply was, “Only play is to wait it out. Not buying, not selling. Just waiting.” (1) 👇
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    Thomas J. Hayes
    @HedgeFundTips
    Feb 7, 2024
    Alibaba $BABA earnings take: -Generated $8B Free Cash Flow. -Buyback Authorization now large enough to buy in ~18% of the company ($35.3 B). -Taobao and Tmall Group revs up 2% -Cloud Intelligence revs up 3% -AIDC (International) revs up 44%. AliExpress up 60%. -Revenues grew 5%
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    Thomas J. Hayes
    @HedgeFundTips
    Aug 10, 2023
    $BABA 😉
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    80K080K
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    Thomas J. Hayes
    @HedgeFundTips
    Nov 6, 2023
    $BABA - AliExpress becomes Europe's biggest e-commerce site (overtakes Amazon $AMZN)
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    AliExpress becomes Europe's biggest e-commerce site
    From daoinsights.com
    76K076K
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    Thomas J. Hayes
    @HedgeFundTips
    Oct 14, 2025
    Be in the know. 17 key reads for Tuesday… #StockMarket hedgefundtips.com/be-in-the-know…
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