00:00 Introduction to Non Consensus Investing
00:31 Understanding 13F Filings
01:12 Hedge Fund Strategies and Stock Picks
02:00 Market Trends and Economic Indicators
02:57 Deep Dive into Hedge Fund Holdings
04:37 Analyzing Specific Stocks and Sectors
08:47 Insights on Individual Hedge Fund Managers
12:47 Value Investing and Contrarian Strategies
17:15 Exploring Smaller and Overlooked Stocks
28:53 Evaluating Return on Equity and Buybacks
29:18 Acadian Capital's Investment Strategy
29:41 Tidewater and Energy Services Analysis
30:49 Planet Fitness and Changing Consumer Behavior
31:53 Exploring SaaS and Elastic
32:32 CVS and the Healthcare Sector
34:28 Qualcomm and the AIPC Trend
37:02 Brazil's Economic Potential
38:51 Disney's Performance and Future Prospects
45:11 Michael Burry's Unexpected Biotech Move
46:18 Final Thoughts and Market Outlook
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