One other possible differentiator is that any one of the MSTR-only hedge fund managers may decide to try to pick MSTR''s top and liquidate the position sometime during 2025.LadyGeek wrote: Thu Jan 16, 2025 7:57 am What's the differentiator in real-life (other than expenses)? Customer service, website interactions, convenience of nearby local office, etc.
In this virtual contest, we only have the fund name. Perhaps the best fund name could be the differentiator? That's highly subjective (just like real life) and I'll leave it up to you to decide if you want to do this (or not). Again, this is just a suggestion.
Of course, that assumes MSTR is on top at the end of the year.
2025 Hedge Fund Contest
Re: 2025 Hedge Fund Contest
Re: 2025 Hedge Fund Contest
LadyGeek has taken an early lead with strong performance of MicroVision, an autonomous driving technology play. MVIS is up +45% and has her Just Dink It fund similarly.
Current Standings - 2025 hedge fund contest
We may be in for a shakeup today, as the Nasdaq plunged -5% in early futures trading on fears that AI spending that has propelled many of the big tech stocks, especially NVDA, may be less necessary than previously thought with algorithmic improvements made by China in their AI software recently released.
Current Standings - 2025 hedge fund contest
We may be in for a shakeup today, as the Nasdaq plunged -5% in early futures trading on fears that AI spending that has propelled many of the big tech stocks, especially NVDA, may be less necessary than previously thought with algorithmic improvements made by China in their AI software recently released.
Last edited by Tanelorn on Mon Jan 27, 2025 11:09 am, edited 1 time in total.
Re: 2025 Hedge Fund Contest
Can't believe I'm in the top 10. Thinking of quitting my day job. 

Re: 2025 Hedge Fund Contest
I checked with my fund management team. Last year's pick was BHIL. Current Standings - 2024 hedge fund contestTanelorn wrote: Mon Jan 27, 2025 5:20 am LadyGeek has taken an early lead with strong performance of her prior year’s pick, MicroVision, again this year. MVIS is up +45% and has her Just Dink It fund similarly.
OK, team. Get back to work (the basis of my fund's name).
Re: 2025 Hedge Fund Contest
We have a new leader this week, Chrono Triggered, who overtook LadyGeek's early lead with their space themed long portfolio. The To the Moon! fund is living up to its name so far, and is up +40%.
Current Standings - 2025 hedge fund contest
The broad market has been faltering lately, now only up +4%, due to geopolitical uncertainty around tariffs and trade which are likely to continue to capture the markets' attention this coming week. We'll see come tomorrow how our fund managers hold up in these tumultuous times.
Current Standings - 2025 hedge fund contest
The broad market has been faltering lately, now only up +4%, due to geopolitical uncertainty around tariffs and trade which are likely to continue to capture the markets' attention this coming week. We'll see come tomorrow how our fund managers hold up in these tumultuous times.
- Chrono Triggered
- Posts: 410
- Joined: Wed Feb 17, 2016 11:55 am
Re: 2025 Hedge Fund Contest
So far so good, but so many more Moons to go to!Tanelorn wrote: Sun Feb 02, 2025 6:03 pm We have a new leader this week, Chrono Triggered, who overtook LadyGeek's early lead with their space themed long portfolio. The To the Moon! fund is living up to its name so far, and is up +40%.
Re: 2025 Hedge Fund Contest
While you're on top, go out and raise money.Chrono Triggered wrote: Mon Feb 03, 2025 10:00 amSo far so good, but so many more Moons to go to!Tanelorn wrote: Sun Feb 02, 2025 6:03 pm We have a new leader this week, Chrono Triggered, who overtook LadyGeek's early lead with their space themed long portfolio. The To the Moon! fund is living up to its name so far, and is up +40%.![]()

Re: 2025 Hedge Fund Contest
We have a new leader - congrats to chris conte. His 2025: An AI Odyssey has taken the lead with +53% gains.
Current Standings - 2025 hedge fund contest
Just this last week, one of its 3 long AI-themed stocks went on a tear, running up over 50%. Big Bear AI (BBAI) won a government contract for doing AI-related defense work and the stock reacted very favorably as you can see:

Current Standings - 2025 hedge fund contest
Just this last week, one of its 3 long AI-themed stocks went on a tear, running up over 50%. Big Bear AI (BBAI) won a government contract for doing AI-related defense work and the stock reacted very favorably as you can see:
