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The post above is drafted by the collaboration of the Hedge Fund Alpha Team.

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Exclusive Insights

Delbrook Resource Fund Has Down Q2 Despite Shrewd Positioning; Sees Opportunity And Momentum With Rare Earths

TRADE VOLUMES

Hedge Fund News

Hedge Funds Gain 2.4% In June As H1 Inflows Reach $70.4bn – Citco

1 buffett 2026 foundation gift growth

Buffett To Give Away Berkshire Shares By 2035 At $10-30B+ A Year, Says He Initiated Google Investment And ChatGPT Warning

hazeltree h1 2026 01 north america large cap crowded shorts

H1’26 Hedge Fund Shorts Crowd Into Charter and AI Names

Ken Griffin on AI and geopolitics, Goldman Sachs Exchanges episode card

Markets & Macro

Citadel’s Ken Griffin: AI Will Spark a Golden Age of Startups; But Taiwan Blockade Would Cause Instant Great Depression

Blagoj Janevski presenting at 2026 Value Investing Seminar on NotebookLM for financial research

Value Investing Seminar

2026 VIS – Blagoj Janevski Shows How Google’s NotebookLM Can Transform Financial Research

Bianca 33 AI investment analysis architecture diagram showing six analytical pillars and decision nodes

Value Investing Seminar

2026 VIS – Ciccio Azzollini Deploys AI to Hunt Italian Bargains And Likes This Beaten Down Luxury Name

Peter Krah of German Mining Network presenting at the 2026 Value Investing Seminar

Value Investing Seminar

2026 VIS: Peter Krah Bets on Africa’s First Potash Mine Becoming A Multi-bagger

Nicolas Van Broekhoven of Olija Holdings presenting at the 2026 Value Investing Seminar

Value Investing Seminar

2026 VIS: Nicolas Van Broekhoven’s Century-Old Nevada Gold Bet Is A Potential 10-Bagger

Gianfranco Rosati presenting NewPrinces investment thesis at 2026 Value Investing Seminar in Puglia

Value Investing Seminar

2026 VIS – Gianfranco Rosati Makes the Case for Disciplined Serial Acquirer Scooping Up Gems For 1 Euro

Beile Grunbaum of Grunbaum Value Invest presenting at the 2026 Value Investing Seminar

2026 VIS: Beile Grunbaum Makes the Owner-Earnings Case For This Stock Being A 100-Bagger

Side-by-side P/E ratio charts comparing Accenture and NVIDIA showing different stock price outcomes

Value Investing Seminar

2026 VIS – Steffen Ruhl on Why Not All P/Es Are Equal and Why This Travel Site Is a Buy

Luca Pomarelli of LP Capital Management presenting at the 2026 Value Investing Seminar

2026 VIS: LP Capital’s Luca Pomarelli Says This Food Company Could Be A Multibagger

Aakash Vanchi Nath of P&R Investment Management presenting at the 2026 Value Investing Seminar

Value Investing Seminar

2026 VIS: Bridgewater Vet Pitches an 8x PE Stock That Has Compounded Faster Than Berkshire Since 1985 and Could Quadruple in Five Years

Chart showing US online sports betting market share dominated by FanDuel and DraftKings duopoly

Value Investing Seminar

2026 VIS – Gabelli’s Gustavo Pifano On The Gaming Industry And A Few Industry Stocks Poised To Win

Lukasz Thieme of Covictor Capital LLC presenting at the 2026 Value Investing Seminar

2026 VIS: Waypoint’s Lukasz Thieme Bets on This Housing Stock With A Free Call Option

Gabriele Grego of Quintessential Capital presenting at the 2026 Value Investing Seminar

Value Investing Seminar

2026 VIS: Gabriele Grego’s Forensic Case on the AI Infrastructure Buildout And The Crack That Just Appeared

Netflix stock price chart showing 44% decline from all-time high of $133.91

Value Investing Seminar

2026 VIS – Glenn Tongue Says This Distressed SaaS Company Could Soon Be Bought Out At 6x Current Price

Whitney Tilson presenting at the 2026 Value Investing Seminar on AI bubble and market valuations

Value Investing Seminar

2026 VIS – Whitney Tilson Calls the Top of the AI Bubble; SpaceX Most Overvalued Large Cap Ever

Chart showing AI data center asset composition with GPU assembly representing 60% of capital expenditure

Value Investing Seminar

2026 VIS – Semis Expert Nicolas Chantier Argues AI Infrastructure Earns Phantom Profits on a 2.84-Year Asset Life; These Tech Darlings Face Impairment

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