Commentaries
HFA Staff
Hedge funds are bullish on these stocks. Read our stock analysis to find out why - and then form your own opinion. When multiple hedge funds pick up on a single stock, it’s definitely worth paying attention to. Hedge Fund Alpha’s stock analysis picks out the small-cap and under-the-radar stocks that multiple hedge funds are talking about. Providing coverage of several hedge fund letters in a single post, we share why those funds are long those stocks and any concerns they might have about them. In cases where there’s a short thesis facing off with a long thesis, we share both sides of the stock narrative. Check out our stock analysis page for all the hottest hedge fund stocks managers are talking about.
Commentaries
Commentaries
Sohra Peak Capital Q3 2025 Commentary
Commentaries
Hinde Group Q3 2025 Commentary
Hedge Fund News
Good Companies Stay Good: TCI’s Hohn On Building Eight-Year Positions And Avoiding Shorts
Delivering Alpha
2025 Delivering Alpha Conference: NYC RE Titans – Mayor Won’t Derail City; AI Cycle Is Pulling Talent And Capital Back To Manhattan
Delivering Alpha
2025 Delivering Alpha Conference: “Very Very Slowly and Then All of a Sudden” – Erdoes on the Agentic AI Tipping Point
Delivering Alpha
2025 Delivering Alpha Conference: Feature Engineering Before Alpha – Inside Leda Braga’s New Research Vertical at Systematica
Delivering Alpha
2025 Delivering Alpha Conference: Corient – 86% of Companies Generating $250M+ Revenue Are Private
Delivering Alpha
2025 Delivering Alpha Conference: Laffont’s AI Playbook – Infinite P * Q, “Mac 10” & An IPO Market “Broken Beyond Repair”
Delivering Alpha
2025 Delivering Alpha Conference: Laffont, Erdos, Braga, Beschloss & More
Markets & Macro
Liberty Media’s John Malone On The Bidding War Over Warner Brothers Discovery
Markets & Macro
UCITS: The Enduring Anchor Of European Wealth Distribution
Quarterly Issue
Hidden Value Stocks Q4 2025 Issue: Primoat And Hoop Capital Detail Their Favorite Small-caps
Exclusive Insights
Gator Financial Partners Q3 2025 Commentary
Commentaries
GDS Investments November 2025 Commentary
Exclusive Insights
Black Bear Value Fund October 2025 Update
Spruce Point Issues “Strong Sell” Research Opinion On IperionX
Commentaries
Giverny Capital Q3 2025 Commentary
Markets & Macro
When Valuations Appear Unrealistic: Seeking And Focusing On Mispriced Beta
Exclusive Insights

