저자: Motivation2Invest채널진행자 · 외국인
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헤지펀드 상위 매수 종목 12개를 소개하는 영상으로, 특정 자산의 가격 방향에 대한 구체적 예측은 없고 종목 소개와 보유 실적 위주의 내용이다. 진행자는 헤지펀드가 운용 보수 1~4%를 받는 액티브 전략을 쓰지만 개인에게 펀드 투자를 권하지는 않는다고 밝힌다. 대신 헤지펀드 상위 5개 매수 종목 및 상위 수익 펀드 보유 비중을 근거로 12개 종목을 소개한다. 스노우플레이크(SNOW)는 클라우드 데이터 웨어하우징 기업이며 워런 버핏도 투자했다고 언급하며, 상위 5개 매수 중 4회 등장하고 최고 성과 펀드의 20%에 해당한다고 설명한다. 스퀘어(SQ)는 잭 도시가 창업한 결제 기업으로 비트코인을 매입했고, 상위 5개 중 3회 등장, 최고 성과 펀드의 15% 비중이다. 테슬라(TSLA)는 전기차, 태양광 지붕, 파워월을 판매하는 기술 기업으로 설명되며, 상위 5개에 3회 등장(펀드 15%)한다. 진행자는 캐시 우드 아크인베스트와 베일리 기포드가 초기에 큰 포지션을 가졌던 점을 언급하고, 헤지펀드들이 연말 주주총회 보고용으로 인기 종목을 담는다는 자신의 해석을 덧붙인다. 알리바바(BABA)는 중국판 아마존으로 소개되며, 상위 5개에 3회 등장한다. 진행자는 중국 주식에 대해 강세 견해를 밝혔다. 크라우드스트라이크(CRWD)는 사이버보안 기업으로 진행자 본인이 주주라고 밝히고 추가 매수 계획을 말한다. 서비스나우(NOW)는 클라우드 워크플로 소프트웨어, 글로벌페이먼츠(GPN)는 핀테크 서비스, 유니티(U)는 게임 엔진 기업으로 각각 상위 5개 2회 등장, 펀드 10%다. 펠로톤(PTON)은 홈트레이닝 자전거 기업으로 3월 24일 이후 주가가 351% 상승했다고 언급한다. 클라우드플레어(NET)는 CDN 기업이며 틱톡 상실로 주가가 급락했다는 점을 덧붙인다. 리버티브로드밴드(LBRDK)는 찰터 커뮤니케이션즈 지분을 주요 자산으로 가진다. 코스타그룹(CSGP)은 상업용 부동산 정보·분석 서비스 기업이다. 마지막으로 상위 5개 보유 종목(아마존, 페이스북, 마이크로소프트, 쇼피파이, 징둥, 줌, 비자, 세일즈포스, 알리바바, 테슬라, 페이팔, 알파벳, 마스터카드, 유니티 등)을 화면에 제시한 뒤 시청자 의견을 요청하며 마무리한다. 가격 목표나 방향성에 대한 명시적 예측 발언은 확인되지 않는다.
다듬은 글
hedge funds are full of the smartest people in the world they use active investment strategies with an aim to beat the market for their clients they charge a management fee between one percent and four percent some of the most popular hedge fund managers include the legendary billionaire ray dalio and even bill ackman who's more of an activist investor but i'm not going to tell you guys to go pay a hedge fund to manage your investments for you instead i'm going to reveal to you guys the top 12 stocks which hedge funds have been buying i'm going to pull back the curtain and reveal inside these great funds so if you appreciate value like this before we get started please give the video an early thumbs up that really helps out tremendously with the youtube ai and if you're new around here why not join the communit that way you'll get informed when i'm releasing future investment tips and exclusive stock picks which i'm personally investing into with that being said let's dive in right guys so kicking things off at stock number 12 is snowflake ticker symbol snow so snowflake is a cloud-based data warehousing company that was founded in 2012.
snowflake is a company which went public recently and even the great warren buffett who was previously not invested into technology because he says he doesn't understand the industry has also invested into snowflake to put things simply snowflake gives large corporations or enterprises as they're known the ability to store their data in the cloud and use it from multiple providers now this stock appeared in four of the top five buys and 20 percent of the best performing hedge funds on to stock number 11 is square the disruptive financial services company founded by twitter ceo jack dorsey the idea of square is to create an entire payment ecosystem which their customers will never have to leave they also have many business payment products and they've even recently purchased a heap load of bitcoin for their platform square with the ticker symbol sq appeared in three of the top five hedge funds making up fifteen percent of the best performing funds onto stock number ten is tesla ticker symbol tsla founded by the great elon musk tesla is not an automotive company it is a pure play technology company of course they have their electric vehicles they also sell solar roofs and they also sell tesla power walls which can power your home during times of crisis this has been especially useful in places like california which are known for wildfires and power outages interestingly enough though this company appeared three times in the top five positions of 15 of all hedge funds my theory on this is not that they saw tesla's potential early on because i personally believe only a few institutional funds actually saw the potential of tesla early enough these were kathy wood of arkhamvest i've got many videos on her and bailey gifford which is a uk-based investment firm they both had large positions of tesla as tesla's run up now it's become immensely popular they've been included into the s p 500.
these hedge funds are thinking ahead their shareholders meetings at the end of the year when they have to present the stocks which are in their portfolios and they can say oh look we've got tesla in our portfolio look how smart we are that may sound crazy and you may say ben that's very unprofessional considering these people are managing billions and billions of dollars but seriously that's what happens now i've actually heard that information from a few people who actually work inside some of the world's greatest hedge funds this is exactly how these films operate right guys so on to stock number nine is alibaba ticker symbol b-a-b-a many call this company the amazon of china they have their e-commerce business and they also have a cloud business with their ali cloud this company was originally founded by the great jack ma who first learned english by being a tour guide giving people tours around the great wall of china jack mara is a true entrepreneur and from a simple startup he created this mega giant now i've always been quite bullish on china got plenty of videos on chinese stocks and the reasons why i believe investing into china could offer fantastic returns so i'll leave those videos in the links below for you guys to check out so alibaba occurred three times in the top five positions of 15 of the best performing hedge funds onto stock number eight is crowdstrike ticker symbol crwd so now crowdstrike is a popular cybersecurity company which is a massively growing industry based in california the company works on threat intelligence and cyber attack response services full disclosure guys i am a shareholder of crowdstrike and i do plan on adding more to my position in the future and like all the stocks in this channel this is not financial advice please do your own research and due diligence so crowdstrike occurs twice in the top five buys and makes up ten percent of the best performing hedge funds stock number seven we have service now ticker symbol n o w this stock appears twice in the top five buys and makes up ten percent of the best performing hedge funds the service now is a software company which develops a cloud computing platform to help companies manage digital workflows for enterprise operations and was also recognized for great innovation now onto the top six we have global payments with the ticker symbol gpn this company occurs twice in the top five buys and makes up ten percent of the best performing hedge funds so global payments provides financial technology services globally and to my top five we have unity ticker symbol u this company occurred twice in the top five buys and makes up 10 of the best performing hedge funds now unity is an extremely interesting stock this company recently had an ipo and it's a cross-platform game engine developed by unity technologies now this company is one of the leaders in design game development and even augmented reality services and my undergraduate degree many years ago i created an augmented reality animation using unity now this is way before augmented reality was mainstream and was definitely at the cutting edge now onto these top four hedge fund buys we have peloton ticker symbol p-t-o-n this company occurred twice in the top five buys and makes up ten percent of the best performing hedge funds peloton is an extremely interesting company many call it a stay-at-home stock gym's on lockdown people people flock to peloton in order to purchase their interactive cycling products this company was actually launched in 2012 and started with the help of kickstarter funding in 2013.
now i believe the platform has recently partnered with celebrities such as beyonce which allows her to actually cycle on a bike and motivate you when you're riding now the stock has been on an absolute rampage and from the 24th of march the stock is up by over 351 percent so for those of you which were invested into peloton congratulations now on to my top three we have cloudflare ticker symbol n-e-t this company occurred twice in the top five buys of hedge funds and makes up 10 of the best performing funds cloudflare is a leader in content delivery networks or cdn so what's a cdn so let's say i create this youtube video and i upload it in the uk that will go to the local uk server but let's say somebody wants to access this video in the us you might be in new york you might be in florida you might be in california and you want to watch my video then rather than sending that data all the way from the uk to you guys an automatic copy is made on your local server so you can access it as fast and securely as possible these cdns are used for many websites in order to securely deliver data fast now flashlight is a very similar company but works with larger businesses the stock recently crashed as they lost one of their biggest customers which was tick-tock i did a full video on that stock up and whether it could be a great buy since the stock crashed so be sure to check that out i'll leave a link in the description below on to my top two we have liberty broadband ticker symbol lb rdk this occurred twice in the top five buys and makes up 10 of the best performing hedge funds now liberty broadband is an old school tech company they have a principal asset which consists of charter communications so charter is one of the largest providers of cable services in the us offering a variety of entertainment information and communication solutions to residential and commercial customers they also have sky hook which is a worldwide leader in mobile positioning and contextual location intelligence solutions right guys so on to stock number one we have co-star group ticker symbol csgp this company occurs twice in the top five and makes up ten percent of the best performing hedge funds so co-star is a provider of information analytics and marketing services to the commercial property industry in the us canada the united kingdom france germany and spain now this has been a quick overview guys of the top five buys in the best performing hedge funds but but what about their top five positions regardless of when they purchase them well of course it'll take me a while to go through them so i'm just going to flash it on the screen real quick so we've got amazon facebook microsoft shopify jd.com zoom visa salesforce c limited alibaba tesla paypal alphabet mastercard cooper unity so guys which is your favorite stock right now and what do you think of these top buys from the best performing hedge funds i'd love to hear your thoughts so please do comment your thoughts below and the whole community will join in that discussion and if you found some value in this video feel free to give it youtube ai only if you want more investing tips and exclusive stock market picks which i'm personally investing into with that being said i hope you guys have a fantastic
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