{"href":"https://api.simplecast.com/oembed?url=https%3A%2F%2Fnon-consensus-investing.simplecast.com%2Fepisodes%2Fhedge-fund-positioning-13f-review-Z9zQWlV6","width":444,"version":"1.0","type":"rich","title":"Hedge Fund Positioning: 13F Review","thumbnail_width":300,"thumbnail_url":"https://image.simplecastcdn.com/images/d685d316-5f8f-423b-b62c-820daec733ad/f31b2f30-b484-49d5-9aec-28ef36b992e8/invest-beyond-the-ordinary-2.jpg","thumbnail_height":300,"provider_url":"https://simplecast.com","provider_name":"Simplecast","html":"<iframe src=\"https://player.simplecast.com/d39d5775-edfc-4581-b49a-e0db1f8f787f\" height=\"200\" width=\"100%\" title=\"Hedge Fund Positioning: 13F Review\" frameborder=\"0\" scrolling=\"no\"></iframe>","height":200,"description":"In this episode of Lumida Non-Consensus Investing, hosted by Ram Ahluwalia, the focus is on the analysis of quarterly 13F filings from various hedge funds and asset managers. The discussion delves into top positions, new additions, and notable sell-offs, with a detailed examination of portfolios from prominent investors like Stanley Druckenmiller and Steve Cohen. Key themes include alternative investments, bank stocks, international value, healthcare, and thematic investing. Ram also shares insights on stocks such as Meta, Nvidia, Google, TSM, Skechers, and Virtu. Listeners are guided on how to identify actionable investment ideas and navigate market opportunities based on comprehensive 13F data."}