Thomas Hayes photo

MARKETS, STOCKS

Thomas Hayes

Founder, Chairman, and Managing Member,

Great Hill Capital, LLC

  • Founder, Chairman, and Managing Member of Great Hills Capital, LLC
  • Hedge Funds Tips with Tom Hayes VideoCast and Podcast
  • Featured on Fox Business TV, Yahoo! Finance TV, Wall Street Journal, Barron's, and More

About Thomas

Thomas J. Hayes is the founder, chairman, and managing member of Great Hill Capital, LLC (a long/short equity manager based in New York City). Before starting his own firm, Mr. Hayes worked with Cornwall Capital, LP (one of the firms featured in The Big Short book and movie). On a weekly basis, he publishes his timely stock market commentary, Hedge Fund Tips with Tom Hayes videocast and podcast. He has a wide following in the investment management, hedge fund, and media community.

Thomas's Articles

Shares of V.F. Corp. (VFC) fell 85% from their pre-pandemic levels. But the producer of apparel and footwear under the North Face, Vans, Timberland, Supreme, and Dickies brands is taking several steps that should help it turn things around, claims Tom Hayes, editor of Hedge Fund Tips.
Baxter International (BAX) has four divisions: Medical Products & Therapies, Healthcare Systems & Technologies, Pharmaceuticals, and Kidney Care. The stock aggressively sold off ~65% due to supply chain issues, Hillrom impairment, and most recently, on fears that GLP-1 anti-obesity drugs will impact medical device suppliers. That seems overblown, says Tom Hayes, editor of Hedge Fund Tips.
The business at Alibaba Group Holding (BABA) continues to improve and generate more free cash flow (27% growth YoY, $28.1B FCF TTM, 21.8% FCF yield) and higher sales (+9% YoY). The price of the stock does not reflect that – until it does, notes Tom Hayes, editor of Hedge Fund Tips.
“Next Thing You Know” is a song co-written and recorded by American country music singer Jordan Davis. I chose this song as the theme for this article because the lifetime progression he outlines in the song reminds me of when you apply a disciplined proven framework to your investing process and then you WAIT and let it play out as it always does. Sometimes sooner, sometimes later, but it always works over time when the framework is correct, says Tom Hayes, editor of Hedge Fund Tips.

Thomas's Videos

Join Thomas Hayes to hear his three turnaround stocks and the market outlook for 2024.

Join Thomas Hayes as he explains how to clean up what has been left behind. He will share the companies, sectors, and counties we are eying for alpha.

A radical change in central bank policy in the last 18 months coupled with the return of inflation have re-energized the market for long-short investing strategies. For much of the previous decade, near-zero-interest rate policies lured investors toward long-duration assets like tech stocks and long-term bonds The upshot is that long-short funds are finding new opportunities while traditional investors struggle to adjust to the new environment. Hear from several managers who are capitalizing on the changing landscape.


CFP Board Pending/1 Hour I&WI CE Credits



In this session with Thomas J. Hayes, you will learn how to identify extremes in the general market, sectors, and individual stocks. Mr. Hayes will also have a general discussion on indicators, earnings power, and sentiment.