Hedgeye Opiniones 159

Have subscribed to "The Call", The Macro Show and "Real Alert" from Hedgeye for 18 months. First the positive: they can be entertaining (for some) while they speak about a traditionally boring topic such as finance. In that regard, for someone looking for some form of light entertainment while searching for ETF and stock picks, the platform does the trick.

On a more professional level, I have found their services largely irrelevant (regurgitation of many analysis and research you can find on seeking alpha or other newsletters), untimely and in some cases true calls for disaster (I remember recently a Marcus Lamonis reco for his turnaround BYON). You can easily lose A LOT of money following blindly their recommendations, particularly when it comes to stock picks.

"The call" is superficial and never offers any particular insights you wouldn't find by doing some targeted research on a company on Seeking Alpha. Many of the picks are late in the move and in some cases disastrous recommendations.

Keith McCollough is a toxic, offensive and negative personality ready to dispense insults to whoever is not associated with the company. He can be fun and entertaining at times, but the disproportionate ego takes him down rabbit holes of rants on all topics: the media, his competitors, America, the FED, and yes...the average retail investor (whom he often calls "dumb"). It seems there is only two smart parties at the tables: a select list of his large institutional investors (he won't lose the opportunity to let you know the "big money" pays him the "big bucks" to listen to what he has to say, which may be true but not an excuse to be offensive towards everybody else), and himself. Everyone else lacks intelligence and skill to "play the game at his level": CNBC and their hosts, other analysts, Wall Street as a whole, and the many retail investors approaching the business with their savings.

It is annoying after all to pay a subscription and feel insulted (or hear others getting unknowingly insulted) on a daily basis. I get they need to find some marketing edge and they found that in the "us against them" marketing positioning, but we are not at war in this business. Or at least I don't want to feel that way, having done OK for myself so far without them.
Personally I found I didn't need that kind of energy in my head while making investment decisions.

I have been an Hedgeye subscriber for over 2 years now, rotating across most if not all of their products. Macro, Macro Show, The Call, the Analysts picks, HedgeAI, ETF Plus and others.

I eventually decided to keep my services to the minimum and ONLY use Hedgeye for a minimum amount of input into my decision making, and re-allocate my research budgets to other, more analytics driven and balanced platforms.

Hedgeye in my opinion is an overhyped marketing machines, very smartly built to extract the maximum amount of money from the retail investor by slicing and dicing the same information in small bits and pieces and across several products and services. Keith McCollough (the CEO) is a born salesman and won't stop trying to constantly cross and upsell you at ANY opportunity.

In detail, The Call is a service that comes at a relatively affordable price, but basically acts as a marketing opportunity to sell other products for Hedgeye. The analyst recommendations arrive too late to be meaningful (when the stock has already run), many shorts are unreliable, and some "picks" a straight disaster ready to happen (I can recall BYON, REAL, PURPLE Innovation, Leslies, Celsious which was recommended at the top and went on to lose 60% thereafter). The information is very superficial and the one hour show ends up being a platform for Keith's rants against everybody not associated with Hedgeye: the old wall, CNBC (called a "comedy show"), Josh Brown (insulted with Keiths "Drawdown Josh"), Tom Lee (called Telecom Tom) and other insults against CNBC commentators and analysts. From time to time, Keith also insults the average retail investor, only masques behind his excuse of making his "old self" (a narcissistic way to still push for the sale, while faking self deprecation).

There is a tendency at hedgeye to only focus on the correct calls and over hype the success, and avoid recognizing giant mistakes that drive massive losses. So the impression is that they are "always right", and everyone else is always an idiot to follow "bubbles", "narratives" and "snake oil sales pitches".

The reality is that the part of my account that followed Keith's recommendations has shown a 9% return, against a market benchmark of 17% during the same year, a Nasdaq 21% performance (same period of time), and a 19% from the balance of my portfolio, invested using other research input.

So, overall, they have some good calls, they are generally conservative with risk management, and they have some very bad calls as well, driving negative returns in the 50-60% range. They don't share returns on their managed portfolios as far as I know. From the trades I tracked, these generally offer returns between 0.5-2% on short durations. Some longer term holdings I have seen posting gains in the 10-15%.

It has some benefits as one of the inputs from a multi-pronged research approach including other sources and self directed due diligence, but I wouldn't rely upon them for all decisions.

I've been a subscriber for about four years, trying to decipher Hedgeye's various offerings. I have come to the conclusion that it's for professional traders only who want access to macro research and manage their portfolios based on GDP growth and inflation rate.

Sadly, any offering is sold as a retail product, and most people who want to learn only do so by watching what Keith (the front man) does and not listening to what he says. Why offer only a glimmer of insight wrapped in hockey language? It's not sufficient to make informed investment decisions and taken literally; you risk losing a substantial portion of your wealth.

I've learnt much about investing not because of Hedgeye but despite Hedgeye. And with anything the bottom line is: Buyer beware and do your own research.

Using Portfolio Solutions, I've spent a day a week actively managing a portfolio, and sadly, the limits I put on at the end of the week for the next week's market are already a week late, and I may have well missed the opportunity. Since Keith is actively trading his portfolio DAILY and I WEEKLY (you only get an update once a week). That's not an invitation for an upsell to a daily product, it's evidence that the product does not fit the market profile for people who invest WEEKLY. For $1500 a year, I expect more than a weekly updated facsimile of Keith's long positions. I expect the rationale behind the investments, durations, limits, and entry and exit strategy.

I'll look elsewhere.

Hedgeye provides a plethora of great research and a wide variety of products for different types of investors. It is designed for full-time investors or traders. It's very hard to use their products if you're not dedicated or if you're intermittently monitoring your investments like most retail types. Keith wants to coach the hardest working investors and does a great job of it, but beware if you can't keep up and stay nimble.

Don’t buy TGT stock until it is This Date.
Really impressive and thank you all,
Best wishes for hedgeye and team.

Their research is extremely comprehensive but very accessible. It is not surrounded by pretense but is geared to investors who want to up their game and be better at generating returns. I have learned so much and only wish I had more time to dedicate to using it.

I highly recommend Hedgeye for anyone looking for a reliable source of financial news. Unlike the often uninformative content from outlets like CNBC and Bloomberg, Hedgeye provides insightful, educational updates that really give me an edge in understanding the macroeconomic landscape. This helps me make informed decisions for my private and public investments, as well as my day-to-day business operations. Additionally, Keith McCullough is an exceptional part of my daily routine, serving as a mentor on par with figures like Tony Robbins or Dan Pena.

I always get direction when I'm unsure or confused about something. I like that I can take what I want from the research options.

the education and in depth sector coverage and broad range of companies and lessons learned from experienced portfolio managers across many different theaters of operation blended into one team is exceptional

I dropped my subscription because I just don't trade that much anymore. Favorite program was the CALL. I paid for the subscription at least 5 times with profits in the retail sector alone. Certainly would recommend novice traders to give it a try if you receive a discounted offer!

Excellent information strongly recommend

Responded to early morning request by mid morning. Hedgeye one of the best in the space. Keep up the good work.

Hedgeye is the best research firm on Wall Street hands down. They are data dependent and are truly an independent research firm that calls things the way they are without conflicts of interest. The team brings unique expertise to the table. I’ve learned a repeatable, adaptable, and disciplined investment process.

Cleared up my questions, reassured me I'm on track moving forward as a newer investor. Explained navigation issues I was having. Keith is an amazing leader. This company is like a bull market. And I feel I got in at the right end of the risk range. Nothing but upside, there is some work involved In my case it all comes from within learning the process is huge. I have put together a good process for myself and keep learning Daily.
Glad to be part of Hedgeye Nation!

Gave it one star because there weren't negative stars.

Where to begin. No matter what good economic news that comes out from any source, this guy is going to pick it apart and turn it negative. NOTHING he says makes any sense at all. For instance he is calling NVDA the MOAB or mother of all bubbles, yet in his stock picks he is bullish on the stock. Does that make sense to you? In his suggested picks, nothing hits, he is always late, late to buy, late to sell. The only way this guy makes money is by taking peoples money. Read his posts on social media, he blames his customers when they come up short, investing in what he suggests. Can you believe this? Do your homework, read his posts, if you can sit through one of his videos, I am sure by the end of it his arrogance will turn you away from becoming yet another sucker and give him your hard earned money.

Do NOT subscribe to this service. It's important to determine the character of an analyst. Keith has a toxic personality that drives his presentations. It is present in the analysts that he brings on as guests and his in-house analysts. Constant negative view of the industry, the economy and other analysts. Very unhealthy. Do NOT waste your money, but most importantly, your time. You don't want this person in your head.

As a sole individual investor the information is overwhelming and many times confusing. There is no real strategy except a list of ETF/Stocks to follow and keep tracking upper and lower levels of.
Initially it's impossible to know which package to use as there is pretty limited information about what you get.

Many of "pick" that comes through fails and are being deleted from the list 1 week - 1 month later at a loss. The customer is blamed for not understanding the process while there is no information to follow when you sign up for the package.

Further there is no real tracking of their own picks so they keep saying "we're long this and that and we're making profits" but what they don't mention is all the picks that they lost on and that was sent out to clients.

As a individuall investor I would not go for this!

These people are using disinformation tactics to spread lies and fear on social media and forums about the stocks they short. They should be investigated by authorities.