7 Stocks Billion Dollar Hedge Fund Voss Capital Is Crazy About

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1. Basket of U.S. Homebuilders

Voss believes that the supply of single-family housing in the U.S. is excessively low, and it reports that homebuilders’ leverage is at record lows.  Moreover, it pointed out that most of the large publicly trade homebuilders are taking measures to keep their spending low.

The asset manage predicted that its basket would climb “at least 50..over the next 18 months.”

Since May 24, the iShares U.S. Home Construction ETF (ITB)  is little changed.

While we acknowledge the potential of homebuilders, our conviction lies in the belief that under the radar AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than homebuilders but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.

READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock.

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below. You can also look at the Wall Street Analysts Can’t Stop Talking About These 10 AI Stocks and the Jim Cramer’s Latest Calls Before 2025 Begins: Top 10 Stocks.

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