This episode is brought to you by Lupton Capital – https://www.luptoncapital.com
In the 27th episode of Investing With The Whales, I interview Tom Hayes, chairman and managing member of Great Hill Capital.
Follow Tom on Twitter at / hedgefundtips and check out his service at https://www.hedgefundtips.com/.
Topics discussed: Alibaba breaking into six companies, company spin-offs, holding period, commercial real estate, banking crisis, dollar, emerging markets, China, 2023 market, Hedge Fund Tips newsletter, running a hedge fund.
Stocks covered in detail: BABA, AMZN, VNO, MMM
Stocks mentioned: GOOG, NVDA, BAC, EXPE
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