00:00 Introduction to Non Consensus Investing00:31 Understanding 13F Filings01:12 Hedge Fund Strategies and Stock Picks02:00 Market Trends and Economic Indicators02:57 Deep Dive into Hedge Fund Holdings04:37 Analyzing Specific Stocks and Sectors08:47 Insights on Individual Hedge Fund Managers12:47 Value Investing and Contrarian Strategies17:15 Exploring Smaller and Overlooked Stocks28:53 Evaluating Return on Equity and Buybacks29:18 Acadian Capital's Investment Strategy29:41 Tidewater and Energy Services Analysis30:49 Planet Fitness and Changing Consumer Behavior31:53 Exploring SaaS and Elastic32:32 CVS and the Healthcare Sector34:28 Qualcomm and the AIPC Trend37:02 Brazil's Economic Potential38:51 Disney's Performance and Future Prospects45:11 Michael Burry's Unexpected Biotech Move46:18 Final Thoughts and Market Outlook
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