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Yahoo
02-05-2025
- Business
- Yahoo
Victoria's Secret & Co. (VSCO): Among Billionaire David Harding's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Victoria's Secret & Co. (NYSE:VSCO) stands against other billionaire David Harding's stock picks with huge upside potential. David Harding is a British hedge fund manager and physicist by training, studied natural sciences at St. Catharine's College, University of Cambridge, with a focus on theoretical physics. His education in empirical science would go on to inform his pioneering approach to financial markets. Harding began his career in finance in the mid-1980s, working at Sabre Fund Management. At Sabre, he was instrumental in developing early systematic trading models that used statistical analysis to identify patterns in market behavior. This experience laid the foundation for his future endeavors in quantitative finance. In 1997, he established (now Winton Group), with the goal of applying scientific research and data-driven techniques to financial markets. Under Harding's leadership, Winton grew rapidly, at one point managing over $28 billion in assets. The firm became one of the most prominent names in the quantitative hedge fund space, known for its commitment to rigorous data analysis and skepticism toward discretionary trading. Winton's strategies typically involve global futures and equities, relying on vast historical datasets and algorithmic models rather than human intuition. In recent years, Harding's firm has experienced a resurgence. After a significant downturn, Winton rebounded with a 47% return in 2022, marking its best performance since the financial crisis. As of the end of last year, the firm's assets under management had risen to $12.3 billion, reflecting a strong recovery. Winton remains committed to its systematic, research-driven approach. The firm's ability to adapt to changing market conditions and its focus on long-term trends suggest potential for sustained performance in the future. At the LSEG Lipper Fund Awards 2024, Winton Capital Management was honored with the 'Best Fund over 3 Years' award in the Managed Futures category. This accolade recognizes the firm's outstanding risk-adjusted performance over a three-year period. The Awards are based on the Lipper Leader rating for Consistent Return, which evaluates funds using a risk-adjusted performance measure over multiple non-overlapping periods. This methodology ensures that the winners have provided superior consistency and risk-adjusted returns compared to similar funds. This recognition underscores Winton's commitment to delivering high-quality, systematic investment strategies that prioritize consistent performance for investors. For this list, we picked stocks from Winston Group's 13F portfolio as of the end of the fourth quarter of 2024. We listed them in the ascending order of analysts' average upside potential. These equities are also popular among other hedge funds. Note: All data was recorded on April 29, 2025. At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A middle aged woman in a boutique trying on intimate Potential: 33.36% Number of Hedge Fund Holders: 46 Victoria's Secret & Co. (NYSE:VSCO) is a global specialty retailer of women's intimate apparel and beauty products through its Victoria's Secret, PINK, and Adore Me brands. The company operates over 880 stores in the U.S., Canada, and China, alongside 500+ international franchise and licensed locations. It also sells through major digital platforms. In 2022, the company acquired Adore Me, a digital-first, size-inclusive lingerie brand. Victoria's Secret also holds a majority stake in a joint venture with Regina Miracle to run its China business. Victoria's Secret & Co. (NYSE:VSCO) is driving growth by modernizing its core brands—Victoria's Secret, PINK, and Beauty—focusing on inclusive design, customer engagement, and strategic collaborations. The refreshed Very Sexy collection and strong swimwear and sport lines showcase its expertise in fit and innovation. PINK is evolving to recapture Gen Z with lifestyle offerings and trend-driven products. Beauty, led by Bombshell, remains a standout. The company is strengthening its market positioning through digital strategy, distinct brand identities, and leadership realignment. Despite economic challenges, Victoria's Secret & Co.(NYSE:VSCO) is committed to long-term growth with a customer-centric, agile, and performance-focused operating model. Overall, VSCO ranks 9th on our list of billionaire David Harding's stock picks with huge upside potential. While we acknowledge the growth potential of VSCO, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than VSCO but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Sign in to access your portfolio
Yahoo
02-05-2025
- Business
- Yahoo
Lattice Semiconductor Corporation (LSCC): Among Billionaire David Harding's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Lattice Semiconductor Corporation (NASDAQ:LSCC) stands against other billionaire David Harding's stock picks with huge upside potential. David Harding is a British hedge fund manager and physicist by training, studied natural sciences at St. Catharine's College, University of Cambridge, with a focus on theoretical physics. His education in empirical science would go on to inform his pioneering approach to financial markets. Harding began his career in finance in the mid-1980s, working at Sabre Fund Management. At Sabre, he was instrumental in developing early systematic trading models that used statistical analysis to identify patterns in market behavior. This experience laid the foundation for his future endeavors in quantitative finance. In 1997, he established (now Winton Group), with the goal of applying scientific research and data-driven techniques to financial markets. Under Harding's leadership, Winton grew rapidly, at one point managing over $28 billion in assets. The firm became one of the most prominent names in the quantitative hedge fund space, known for its commitment to rigorous data analysis and skepticism toward discretionary trading. Winton's strategies typically involve global futures and equities, relying on vast historical datasets and algorithmic models rather than human intuition. In recent years, Harding's firm has experienced a resurgence. After a significant downturn, Winton rebounded with a 47% return in 2022, marking its best performance since the financial crisis. As of the end of last year, the firm's assets under management had risen to $12.3 billion, reflecting a strong recovery. Winton remains committed to its systematic, research-driven approach. The firm's ability to adapt to changing market conditions and its focus on long-term trends suggest potential for sustained performance in the future. At the LSEG Lipper Fund Awards 2024, Winton Capital Management was honored with the 'Best Fund over 3 Years' award in the Managed Futures category. This accolade recognizes the firm's outstanding risk-adjusted performance over a three-year period. The Awards are based on the Lipper Leader rating for Consistent Return, which evaluates funds using a risk-adjusted performance measure over multiple non-overlapping periods. This methodology ensures that the winners have provided superior consistency and risk-adjusted returns compared to similar funds. This recognition underscores Winton's commitment to delivering high-quality, systematic investment strategies that prioritize consistent performance for investors. For this list, we picked stocks from Winston Group's 13F portfolio as of the end of the fourth quarter of 2024. We listed them in the ascending order of analysts' average upside potential. These equities are also popular among other hedge funds. Note: All data was recorded on April 29, 2025. At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A row of robotic arms in a factory, assembling semiconductor Potential: 33.12% Number of Hedge Fund Holders: 41 Lattice Semiconductor Corporation (NASDAQ:LSCC) develops low-power programmable logic devices and system solutions for global markets including Communications, Computing, Industrial, Automotive, and Consumer sectors. Their FPGAs support key functions such as control, connectivity, compute, and hardware security. With strengths in small form factor, energy efficiency, and I/O expansion, Lattice is positioned to benefit from trends like 5G, AI, smart devices, and increased hardware security needs. Its solutions are especially suited for edge-to-cloud applications, offering flexibility, performance, and integration in compact, cost-efficient packages. Lattice Semiconductor Corporation (NASDAQ:LSCC) continues to strengthen its position in the fast-growing small- and mid-range FPGA market, driven by demand across AI, industrial automation, data centers, automotive, and IoT. Despite a revenue decline in 2024 due to inventory normalization, Lattice maintained strong margins, achieved record design wins, launched new products like Nexus 2 and Avant devices, and improved customer demand trends. With increased backlog and a book-to-bill ratio over 1, Lattice is optimistic about a U-shaped recovery and future growth. The company's strategic workforce realignment expanded product offerings, and solid financial discipline. As a result, Lattice is positioned for a recovery in 2025 and targets 15–20% long-term revenue growth beginning in 2026. Overall, LSCC ranks 10th on our list of billionaire David Harding's stock picks with huge upside potential. While we acknowledge the growth potential of LSCC, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than LSCC but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Sign in to access your portfolio
Yahoo
02-05-2025
- Business
- Yahoo
United Airline Holdings, Inc. (UAL): Among Billionaire David Harding's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where United Airline Holdings, Inc. (NASDAQ:UAL) stands against other billionaire David Harding's stock picks with huge upside potential. David Harding is a British hedge fund manager and physicist by training, studied natural sciences at St. Catharine's College, University of Cambridge, with a focus on theoretical physics. His education in empirical science would go on to inform his pioneering approach to financial markets. Harding began his career in finance in the mid-1980s, working at Sabre Fund Management. At Sabre, he was instrumental in developing early systematic trading models that used statistical analysis to identify patterns in market behavior. This experience laid the foundation for his future endeavors in quantitative finance. In 1997, he established (now Winton Group), with the goal of applying scientific research and data-driven techniques to financial markets. Under Harding's leadership, Winton grew rapidly, at one point managing over $28 billion in assets. The firm became one of the most prominent names in the quantitative hedge fund space, known for its commitment to rigorous data analysis and skepticism toward discretionary trading. Winton's strategies typically involve global futures and equities, relying on vast historical datasets and algorithmic models rather than human intuition. In recent years, Harding's firm has experienced a resurgence. After a significant downturn, Winton rebounded with a 47% return in 2022, marking its best performance since the financial crisis. As of the end of last year, the firm's assets under management had risen to $12.3 billion, reflecting a strong recovery. Winton remains committed to its systematic, research-driven approach. The firm's ability to adapt to changing market conditions and its focus on long-term trends suggest potential for sustained performance in the future. At the LSEG Lipper Fund Awards 2024, Winton Capital Management was honored with the 'Best Fund over 3 Years' award in the Managed Futures category. This accolade recognizes the firm's outstanding risk-adjusted performance over a three-year period. The Awards are based on the Lipper Leader rating for Consistent Return, which evaluates funds using a risk-adjusted performance measure over multiple non-overlapping periods. This methodology ensures that the winners have provided superior consistency and risk-adjusted returns compared to similar funds. This recognition underscores Winton's commitment to delivering high-quality, systematic investment strategies that prioritize consistent performance for investors. For this list, we picked stocks from Winston Group's 13F portfolio as of the end of the fourth quarter of 2024. We listed them in the ascending order of analysts' average upside potential. These equities are also popular among other hedge funds. Note: All data was recorded on April 29, 2025. At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A bird's eye view of a large commercial jetliner taking off from an airport Potential: 36.01% Number of Hedge Fund Holders: 86 United Airline Holdings, Inc. (NASDAQ:UAL) is a holding company, with its subsidiary United Airlines, Inc. United operates the most extensive route network among North American carriers, with major U.S. hubs in cities like Chicago, Denver, and Los Angeles. United's domestic hubs are in major business and population centers, driving significant 'origin and destination' traffic. The hub-and-spoke system enables frequent service across many destinations and allows efficient expansion to new locations. United is a member of Star Alliance, the world's largest airline network. United Airlines Holdings, Inc. (NASDAQ:UAL) saw solid Q1 2025 performance amidst a challenging macroeconomic environment. Q1 revenue increased 5.4% year-over-year to a record $13.2 billion, though demand weakened towards the end of January, particularly during off-peak hours. CEO Scott Kirby attributed the company's resilience to its success in winning brand-loyal customers, noting that United is now a leader in brand loyalty in six of its seven hubs. Despite economic softness, United expects to earn $7-$9 per share in 2025. The company is enhancing its customer experience by expanding airport clubs and installing Starlink Wi-Fi across its fleet. Kirby emphasized that even in a recessionary environment, United's loyal customer base positions it well. The company's ongoing investments in technology and operational excellence, including the rollout of Starlink, reflect its commitment to improving service and maintaining competitive advantage. Overall, UAL ranks 7th on our list of billionaire David Harding's stock picks with huge upside potential. While we acknowledge the growth potential of UAL, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than UAL but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at .
Yahoo
02-05-2025
- Business
- Yahoo
Meritage Homes Corporation (MTH): Among Billionaire David Harding's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Meritage Homes Corporation (NYSE:MTH) stands against other billionaire David Harding's stock picks with huge upside potential. David Harding is a British hedge fund manager and physicist by training, studied natural sciences at St. Catharine's College, University of Cambridge, with a focus on theoretical physics. His education in empirical science would go on to inform his pioneering approach to financial markets. Harding began his career in finance in the mid-1980s, working at Sabre Fund Management. At Sabre, he was instrumental in developing early systematic trading models that used statistical analysis to identify patterns in market behavior. This experience laid the foundation for his future endeavors in quantitative finance. In 1997, he established (now Winton Group), with the goal of applying scientific research and data-driven techniques to financial markets. Under Harding's leadership, Winton grew rapidly, at one point managing over $28 billion in assets. The firm became one of the most prominent names in the quantitative hedge fund space, known for its commitment to rigorous data analysis and skepticism toward discretionary trading. Winton's strategies typically involve global futures and equities, relying on vast historical datasets and algorithmic models rather than human intuition. In recent years, Harding's firm has experienced a resurgence. After a significant downturn, Winton rebounded with a 47% return in 2022, marking its best performance since the financial crisis. As of the end of last year, the firm's assets under management had risen to $12.3 billion, reflecting a strong recovery. Winton remains committed to its systematic, research-driven approach. The firm's ability to adapt to changing market conditions and its focus on long-term trends suggest potential for sustained performance in the future. At the LSEG Lipper Fund Awards 2024, Winton Capital Management was honored with the 'Best Fund over 3 Years' award in the Managed Futures category. This accolade recognizes the firm's outstanding risk-adjusted performance over a three-year period. The Awards are based on the Lipper Leader rating for Consistent Return, which evaluates funds using a risk-adjusted performance measure over multiple non-overlapping periods. This methodology ensures that the winners have provided superior consistency and risk-adjusted returns compared to similar funds. This recognition underscores Winton's commitment to delivering high-quality, systematic investment strategies that prioritize consistent performance for investors. For this list, we picked stocks from Winston Group's 13F portfolio as of the end of the fourth quarter of 2024. We listed them in the ascending order of analysts' average upside potential. These equities are also popular among other hedge funds. Note: All data was recorded on April 29, 2025. At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). An employee of the company pointing out the features of a house to a first-time Potential: 38.89% Number of Hedge Fund Holders: 39 Meritage Homes Corporation (NYSE:MTH) is a prominent U.S. homebuilder focused on single-family attached and detached homes, primarily in high-growth markets across 12 states. Operating through three regional segments—West, Central, and East—and a financial services segment, the company offers title, mortgage, and insurance services via subsidiaries like Carefree Title and Meritage Insurance. As of December 31, 2024, it was actively selling homes in 292 communities, with an average sales price of approximately $406,000. In Q1 2025, Meritage Homes Corporation (NYSE:MTH) reported strong results despite ongoing economic uncertainty. The company sold nearly 3,900 homes and closed 3,416, generating $1.3 billion in home revenues. Over 60% of closings came from homes sold within the same quarter, aided by their strategy of releasing homes within 60 days of completion. This approach helped offset high mortgage rates and cautious buyer sentiment. Despite affordability challenges, buyer demand remains solid, especially in the entry-level market. Meritage continues to focus on maintaining steady sales pace, optimizing margins, and managing land positions carefully in a volatile housing market. Meritage Homes Corporation (NYSE:MTH) 's strategy focuses on affordability, certainty, and move-in-ready homes with a 60-day closing, creating a competitive edge amid resale inventory. At the end of the quarter, spec and backlog units totaled ~8,800, with spec homes up 13% year-over-year. Completed specs held steady at 39%. Strong backlog conversion lowered ending backlog to ~2,000 homes. Home closing revenue reached $1.3B, with ASP down due to incentives. Despite market softness, gross margin remained resilient at 22%, supported by cost savings and strategic inventory management. Overall, MTH ranks 6th on our list of billionaire David Harding's stock picks with huge upside potential. While we acknowledge the growth potential of MTH, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than MTH but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at . Sign in to access your portfolio
Yahoo
02-05-2025
- Business
- Yahoo
Arista Networks Inc. (ANET): Among Billionaire David Harding's Stock Picks with Huge Upside Potential
We recently published a list of . In this article, we are going to take a look at where Arista Networks Inc. (NYSE:ANET) stands against other billionaire David Harding's stock picks with huge upside potential. David Harding is a British hedge fund manager and physicist by training, studied natural sciences at St. Catharine's College, University of Cambridge, with a focus on theoretical physics. His education in empirical science would go on to inform his pioneering approach to financial markets. Harding began his career in finance in the mid-1980s, working at Sabre Fund Management. At Sabre, he was instrumental in developing early systematic trading models that used statistical analysis to identify patterns in market behavior. This experience laid the foundation for his future endeavors in quantitative finance. In 1997, he established (now Winton Group), with the goal of applying scientific research and data-driven techniques to financial markets. Under Harding's leadership, Winton grew rapidly, at one point managing over $28 billion in assets. The firm became one of the most prominent names in the quantitative hedge fund space, known for its commitment to rigorous data analysis and skepticism toward discretionary trading. Winton's strategies typically involve global futures and equities, relying on vast historical datasets and algorithmic models rather than human intuition. In recent years, Harding's firm has experienced a resurgence. After a significant downturn, Winton rebounded with a 47% return in 2022, marking its best performance since the financial crisis. As of the end of last year, the firm's assets under management had risen to $12.3 billion, reflecting a strong recovery. Winton remains committed to its systematic, research-driven approach. The firm's ability to adapt to changing market conditions and its focus on long-term trends suggest potential for sustained performance in the future. At the LSEG Lipper Fund Awards 2024, Winton Capital Management was honored with the 'Best Fund over 3 Years' award in the Managed Futures category. This accolade recognizes the firm's outstanding risk-adjusted performance over a three-year period. The Awards are based on the Lipper Leader rating for Consistent Return, which evaluates funds using a risk-adjusted performance measure over multiple non-overlapping periods. This methodology ensures that the winners have provided superior consistency and risk-adjusted returns compared to similar funds. This recognition underscores Winton's commitment to delivering high-quality, systematic investment strategies that prioritize consistent performance for investors. For this list, we picked stocks from Winston Group's 13F portfolio as of the end of the fourth quarter of 2024. We listed them in the ascending order of analysts' average upside potential. These equities are also popular among other hedge funds. Note: All data was recorded on April 29, 2025. At Insider Monkey we are obsessed with the stocks that hedge funds pile into. The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter's strategy selects 14 small-cap and large-cap stocks every quarter and has returned 373.4% since May 2014, beating its benchmark by 218 percentage points (see more details here). A technician in a server room managing a large-scale network of Potential: 35.85% Number of Hedge Fund Holders: 78 Arista Networks Inc. (NYSE:ANET) leads in client-to-cloud networking, serving data center, campus, and AI environments with high-performance, scalable, and secure solutions. Its core platform, EOS®, enables automation, programmability, and efficiency. Arista serves major customers like Meta and Microsoft and holds leadership in high-speed Ethernet switching. Its product portfolio spans core networking, cognitive adjacencies, and cognitive software. Amid digital transformation and AI growth, Arista addresses demand with cloud-optimized architectures and AI-specific solutions, including AVA, a natural language AI tool for network operations and observability. Rosenblatt Securities upgraded its rating on Arista Networks Inc. (NYSE:ANET) from Sell to Neutral on April 29, highlighting two main factors behind the change. Firstly, the firm noted Arista's potential to endure a broader economic downturn, with its outlook for late 2025 and into 2026 remaining strong. Rosenblatt analyst Mike Genovese said in a note: Following our recent field work, we now think ANET could be another such company given bigger wins at Microsoft, Oracle and Google than we previously expected. It appears that increased tariffs have actually made White Box switching options from China and rest of Asia less attractive, benefiting Arista. The second reason is that Rosenblatt's earlier Sell thesis has now run its course. That view was driven by worries that Arista's Extensible Operating System (EOS) software would lose relevance within AI factory data centers. Overall, ANET ranks 8th on our list of billionaire David Harding's stock picks with huge upside potential. While we acknowledge the growth potential of ANET, our conviction lies in the belief that AI stocks hold great promise for delivering high returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than ANET but that trades at less than 5 times its earnings, check out our report about this cheapest AI stock. READ NEXT: and . Disclosure: None. This article is originally published at .
