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[@Hedgefundalpha](/creator/twitter/Hedgefundalpha)
"2/ The $696M fund runs XX longs and XX shorts with energy and retail leading gains while industrial shorts dragged. Its value-and-turnaround focus aims to generate alpha on both sides of the book"  
[X Link](https://x.com/Hedgefundalpha/status/1974203642443084083) [@Hedgefundalpha](/creator/x/Hedgefundalpha) 2025-10-03T20:03Z XXX followers, XX engagements


"Can public markets beat private equity Andrew Brenton of Turtle Creek ($4B AUM) says yes - calling his strategy a better kind of private equity. By running leveraged buyout-style plays in public mid-caps he claims to match PE returns with lower costs + full liquidity"  
[X Link](https://x.com/Hedgefundalpha/status/1978845504193622408) [@Hedgefundalpha](/creator/x/Hedgefundalpha) 2025-10-16T15:28Z XXX followers, XX engagements


"1/ Jeffrey Stacey of Stacey Muirhead shared his latest idea at the Ben Graham European Value Conference - a rare European spinoff trading at just 6x earnings (ex-cash). His framework: ✅ Great business ✅ Honest aligned management ✅ Bought well below intrinsic value"  
[X Link](https://x.com/Hedgefundalpha/status/1979193953665573188) [@Hedgefundalpha](/creator/x/Hedgefundalpha) 2025-10-17T14:33Z XXX followers, XX engagements


"2/ The pick Pluxee (EPA:PLX) - global #2 in corporate benefits asset-light net cash covers XX% of mkt cap RoE 38%. Backed by the founding Sodexo family (43% stake). Quality + margin of safety = classic value setup"  
[X Link](https://x.com/Hedgefundalpha/status/1979193956282888261) [@Hedgefundalpha](/creator/x/Hedgefundalpha) 2025-10-17T14:33Z XXX followers, XX engagements


"This article from May singled out Occidental $OXY as Buffett buy (call was made by @brettgardner_10 )"  
[X Link](https://x.com/Hedgefundalpha/status/1976278752696074577) [@Hedgefundalpha](/creator/x/Hedgefundalpha) 2025-10-09T13:29Z XXX followers, XXX engagements


"2/ Top holdings include Builders FirstSource Flagstar Financial Lanxess Tidewater and Warrior Met Coal - each with double-digit FCF yields and long-term tailwinds. Mule calls time our friend as pessimism peaks"  
[X Link](https://x.com/Hedgefundalpha/status/1976699664540828068) [@Hedgefundalpha](/creator/x/Hedgefundalpha) 2025-10-10T17:21Z XXX followers, XX engagements


"2/ Colemans long ideas from the stage: NVDA MSFT AMZN OpenAI (pre-IPO) Memory names like SK Hynix AI Autonomy - a defense firm he says could IPO at $50B+ Short side Quantum + modular nuclear startups"  
[X Link](https://x.com/Hedgefundalpha/status/1979255867200475215) [@Hedgefundalpha](/creator/x/Hedgefundalpha) 2025-10-17T18:39Z XXX followers, XXX engagements


"1/ At the 2025 Robin Hood Investors Conference Tiger Globals Chase Coleman led the AI panel and dropped his top themes: 💰 $34T capex buildout ahead ⚡ NVDA still early volatile 🧠 AI will consume the SaaS ecosystem 📱 Google vs Meta = data vs devices"  
[X Link](https://x.com/Hedgefundalpha/status/1979255864507728171) [@Hedgefundalpha](/creator/x/Hedgefundalpha) 2025-10-17T18:39Z XXX followers, XXX engagements


"2/ reenlights Q2 moves: 📉 Exited Alight Viatris & Peloton 📈 Built big Fluor stake (backed by $5B SMR position) 💰 Still short frothy tech ⚖ Added analysts from Elliott & Kensico The datas bad the economys slowing - and the Fed will cave"  
[X Link](https://x.com/Hedgefundalpha/status/1980319833800778091) [@Hedgefundalpha](/creator/x/Hedgefundalpha) 2025-10-20T17:06Z XXX followers, XX engagements


"3/ Full breakdown of Greenlights Q2 letter:"  
[X Link](https://x.com/Hedgefundalpha/status/1980319843841896771) [@Hedgefundalpha](/creator/x/Hedgefundalpha) 2025-10-20T17:06Z XXX followers, XX engagements