8 Best Stocks to Buy According to Billionaire Jamie Dinan

Published on September 19, 2022 at 1:45 pm by Ritesh A. in Hedge Fund Analysis, Hedge Funds, News

In this article, we discuss the 8 best stocks to buy according to billionaire James Dinan. If you are short on time and want to skip the fund’s history and recent performance, please check out 4 Best Stocks to Buy According to Billionaire James Dinan.

York Capital Management is an investment firm founded in 1991 by James “Jamie” Dinan. The firm is headquartered in New York City, with offices in London and Hong Kong. York Capital Management employs a multi-strategy approach to investing, focusing on event-driven and special situation investing. Apart from hedge funds, York Capital Management also runs private equity and debt funds. Mr. Dinan has been a leading figure in the hedge fund industry for over two decades and is widely respected for his investment acumen and risk management skills.

Mr. Dinan graduated from the Wharton School of the University of Pennsylvania in 1981 with an undergraduate degree in economics and began his career in the investment banking division of Donaldson, Lufkin & Jenrette (DLJ). After receiving his MBA from Harvard University in 1985, he joined the merger arbitrage firm Kellner DiLeo & Company, where he rose to the rank of General Partner. In 1991, Mr. Dinan founded York Capital Management with $3.6 million in seed capital raised mostly from his former DLJ colleagues. In the following years, York Capital Management grew into one of the world’s largest and most successful hedge funds, with assets climbing up to $26 billion in 2015.

However, since then, the fund’s assets under management have come down significantly as it has struggled to generate alpha for investors amidst a broader market rally in the late 2010s led by tech stocks. As a result, the fund started winding down several of its hedge funds at the end of 2020 to focus mostly on private equity and distressed asset funds that lock in investors’ money for an extended period.

York Capital Management’s Portfolio

With York Capital Management cutting down on its hedge fund operations, the value of its 13F portfolio has also witnessed a drastic decline. At the end of June this year, the aggregate value of York Capital Management’s 13F holdings stood at just $307.2 million, in stark contrast to almost $1.8 billion at the end of Q3 2020. Its latest 13F filing shows that during the second quarter, the fund added three new stocks to its 13F portfolio and increased its holdings in two companies. In addition, York Capital Management didn’t reduce or sell its entire stake in any of the securities it carried from the first quarter. The most important information one could glean from the fund’s latest filing was the aggregate value of its top three holdings, namely Cedar Fair, LP (NYSE:FUN), NextDecade Corporation (NASDAQ:NEXT), and Humacyte, Inc. (NASDAQ:HUMA) surpassed 95% the value of its 13F portfolio at the end of Q2.

Our Methodology

Insider Monkey has a database of 895 hedge funds whose movements we track closely to identify the top consensus stock picks of hedge funds on a regular basis. We selected the eight stocks discussed in this article based on the 13F regulatory filing submitted by York Capital Management with the SEC for the quarter ending June 30.

8 Best Stocks to Buy According to Billionaire James Dinan

8. Diebold Nixdorf, Incorporated (NYSE:DBD)

York Capital Management’s Stake Value: $1,982,000

Percentage of York Capital Management’s 13F Portfolio: 0.64%

Number of Hedge Fund Holders: 18

Diebold Nixdorf, Incorporated (NYSE:DBD) was a new entrant in York Capital Management’s 13F portfolio during the second quarter. Diebold Nixdorf, Incorporated (NYSE:DBD) is a tech company that provides connected commerce solutions to retailers and financial institutions primarily in Europe, Asia and Africa. The company’s stock has lost over 90% of its value in the last ten years and is trading down by 67% year-to-date.

A few days after Diebold Nixdorf, Incorporated (NYSE:DBD) reported its second-quarter earnings, JPMorgan Chase & Co. analyst Paul Chung released a note on August 12 in which he downgraded the stock to ‘Underweight’ from ‘Neutral’, citing the company’s reported numbers as “low quality.” According to Mr. Chung, the company is lowering its revenue guidance but keeping its EBITDA and free cash flow guidance unchanged, which should concern investors. He noted, “We see elevated risks to hitting guidance, in another heavily back end loaded year.”

7. Paysafe Limited (NYSE:PSFE)

York Capital Management’s Stake Value: $2,671,000

Percentage of York Capital Management’s 13F Portfolio: 0.86%

Number of Hedge Fund Holders: 27

York Capital Management initiated its stake in Paysafe Limited (NYSE:PSFE) during the last quarter of 2021 and boosted it by 75% in the next quarter. However, the fund could have been averaging down its position when it increased its stake during this year’s first quarter as Paysafe Limited shares (NYSE:PSFE) have fallen hard since late last year. Paysafe Limited’s (NYSE:PSFE) stock fell from a cliff in November 2021 after the company reported numbers below expectations for its fiscal 2021 third quarter and lowered its forward guidance.

Paysafe Limited (NYSE:PSFE) became an independent publicly traded company in late 2020 after it merged with Foley Trasimene Acquisition Corp. II, a SPAC floated by billionaire William P. “Bill” Foley. Smart money investors have been fleeing Paysafe Limited’s (NYSE:PSFE) stock since mid-2021. This can be gauged by the number of hedge funds among those tracked by Insider Monkey disclosing a stake in the company dropping to 27 at the end of Q2 this year versus 55 for the same period in the previous year. Here’s what billionaire Dan Loeb’s Third Point Management had to say about Paysafe Limited (NYSE:PSFE) in its fourth-quarter 2021 investor letter:

“The top five losers for the quarter (includes) Paysafe Ltd. The fourth quarter marked the beginning of a market rotation from growth to value that accelerated into January of 2022. One of the most stinging losses for the quarter was our investment in Paysafe Ltd, which was down 49% in Q4 and 74% for the year due to its failure to execute the plan articulated in its 2020 IPO (via a SPAC transaction, in which we participated.) We exited the position in its entirety following the company’s Q3 earnings report, and the shares have languished since then.”

6. Hanger, Inc. (NYSE:HNGR)

York Capital Management’s Stake Value: $3,853,000

Percentage of York Capital Management’s 13F Portfolio: 1.25%

Number of Hedge Fund Holders: 13

While York Capital Management didn’t make changes to its holdings in Hanger, Inc. (NYSE:HNGR) during Q2, Jim Simons’ Renaissance Technologies raised it by 3% to 143,291 shares, and Ken Griffin’s Citadel Investment Group boosted its stake by 137% to 203,741 shares. Austin, Texas-based Hanger, Inc. (NYSE:HNGR) provides orthotic and prosthetic (O&P) services under its two operating segments – Patient Care and Products & Services. The company was founded in 1861 and currently employs over 5000 individuals.

Hanger, Inc. (NYSE:HNGR) stock jumped more than 20% in a day after the company announced that it would be taken private by a healthcare investment firm, Patient Square Capital, in a deal which pegged the former’s enterprise value at $1.25 billion. As part of the deal, Hanger, Inc.’s (NYSE:HNGR) stockholders will receive $18.75 in cash per share when the deal closes. John W. Rogers’ Ariel Investments had this to say about Hanger, Inc. (NYSE:HNGR) in the fourth quarter 2021 performance letter it sent to its investors:

“A reopening of the global economy with a reduction in the severity of the pandemic has led us to invest in companies that would perform well with an end to Covid restrictions such as canceled sports and entertainment events or companies that would benefit from pent-up demand for consumer products. Healthcare holdings such as Hanger Inc. (HNGR) saw demand for their “elective” healthcare services decline sharply as hospitals lost capacity for non-essential surgeries or orthotics. We believed those companies should see a rebound in their business as cases decline. Unfortunately, two new Covid variants turned this theme from a tailwind to a headwind in the second half of the year. First, Delta then Omicron sent Covid cases higher and both companies saw their businesses slow again. Hanger declined -17.44%. As we write, we believe Omicron cases could be nearing a peak which would allow our thesis to better play out this year.”

5. NCR Corporation (NYSE:NCR)

York Capital Management’s Stake Value: $4,667,000

Percentage of York Capital Management’s 13F Portfolio: 1.51%

Number of Hedge Fund Holders: 47

NCR Corporation (NYSE:NCR) became a favorite of hedge funds, especially those that practice special-situation investing, during the second quarter of 2022. As a result, the number of hedge funds tracked by Insider Monkey that disclosed having a stake in the software company jumped to 47 at the end of June from 36 at the end of March. Apart from York Capital Management other hedge funds that disclosed initiating a stake in the company included Sander Gerber’s Hudson Bay Capital Management and Jacob Rubin’s Philosophy Capital.

In April, reports emerged that NCR Corporation (NYSE:NCR) had received interest from six bidders looking to buy parts of the business or the entire company. After talking with multiple suitors, the Wall Street Journal reported in July that NCR Corporation (NYSE:NCR) was in exclusive talks with private-equity firm Veritas for a buyout. However, those talks ended abruptly, and on September 15, NCR Corporation (NYSE:NCR) announced through a press release that it had ended the sale process. In addition, the company also revealed that its board had approved splitting the business into two independent publicly traded companies – one focusing on ATMs and the other on digital commerce. In the press release, Frank R. Martire, executive chairman of NCR’s board of directors, was quoted saying:

“It has become clear that NCR has the opportunity to unlock value for our shareholders by separating our digital commerce business and our ATM business. We have made significant strides over the past four years in creating a leading software-as-a-service business while continuing to strengthen and grow the ATM business. By creating two best-in-class independent companies, we should be able to accelerate the pace of transformation by enabling each to execute its own growth strategies and better capture the value-creation opportunities ahead.”

Click to continue reading and see 4 Best Stocks to Buy According to Billionaire James Dinan.

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Published on June 23, 2025 at by Inan Dogan, PhD

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal!

AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

Where will all of that energy come from?

AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes as much energy as a small city. And it’s about to get worse.

Even Sam Altman, the founder of OpenAI, issued a stark warning:

“The future of AI depends on an energy breakthrough.”

Elon Musk was even more blunt:

“AI will run out of electricity by next year.”

As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.

And that’s where the real opportunity lies…

One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play. It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike.

As demand from AI data centers explodes, this company is gearing up to profit from the most valuable commodity in the digital age: electricity.

The “Toll Booth” Operator of the AI Energy Boom

It owns critical nuclear energy infrastructure assets, positioning it at the heart of America’s next-generation power strategy.
It’s one of the only global companies capable of executing large-scale, complex EPC (engineering, procurement, and construction) projects across oil, gas, renewable fuels, and industrial infrastructure.
It plays a pivotal role in U.S. LNG exportation—a sector about to explode under President Trump’s renewed “America First” energy doctrine.

Trump has made it clear: Europe and U.S. allies must buy American LNG.

And our company sits in the toll booth—collecting fees on every drop exported.

But that’s not all…

As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be first in line to rebuild, retrofit, and reengineer those facilities.

AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.

While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company powering it all from behind the scenes.

AI needs energy. Energy needs infrastructure.

And infrastructure needs a builder with experience, scale, and execution.

This company has its finger in every pie—and Wall Street is just starting to notice.

Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

This company is completely debt-free.

In fact, it’s sitting on a war chest of cash—equal to nearly one-third of its entire market cap.

It also owns a huge equity stake in another red-hot AI play, giving investors indirect exposure to multiple AI growth engines without paying a premium.

And here’s what the smart money has started whispering…

The Hedge Fund Secret That’s Starting to Leak Out

This stock is so off-the-radar, so absurdly undervalued, that some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits.

They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients.

Why? Because excluding cash and investments, this company is trading at less than 7 times earnings.

And that’s for a business tied to:

The AI infrastructure supercycle
The onshoring boom driven by Trump-era tariffs
A surge in U.S. LNG exports
And a unique footprint in nuclear energy—the future of clean, reliable power

You simply won’t find another AI and energy stock this cheap… with this much upside.

This isn’t a hype stock. It’s not riding on hope.

It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories.

This is your chance to get in before the rockets take off!

Disruption is the New Name of the Game: Let’s face it, complacency breeds stagnation.

AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries.

The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust.

As an investor, you want to be on the side of the winners, and AI is the winning ticket.

The Talent Pool is Overflowing: The world’s brightest minds are flocking to AI.

From computer scientists to mathematicians, the next generation of innovators is pouring its energy into this field.

This influx of talent guarantees a constant stream of groundbreaking ideas and rapid advancements.

By investing in AI, you’re essentially backing the future.

The future is powered by artificial intelligence, and the time to invest is NOW.

Don’t be a spectator in this technological revolution.

Dive into the AI gold rush and watch your portfolio soar alongside the brightest minds of our generation.

This isn’t just about making money – it’s about being part of the future.

So, buckle up and get ready for the ride of your investment life!

Act Now and Unlock a Potential 100+% Return within 12 to 24 months.

We’re now offering month-to-month subscriptions with no commitments.

For a ridiculously low price of just $9.99 per month, you can unlock our in-depth investment research and exclusive insights – that’s less than a single fast food meal!

Here’s why this is a deal you can’t afford to pass up:

Access to our Detailed Report on our AI, Tariffs, and Nuclear Energy Stock with 100+% potential upside within 12 to 24 months
BONUS REPORT on our #1 AI-Robotics Stock with 10000% upside potential: Our in-depth report dives deep into our #1 AI/robotics stock’s groundbreaking technology and massive growth potential.
One New Issue of Our Premium Readership Newsletter: You will also receive one new issue per month and at least one new stock pick per month from our monthly newsletter’s portfolio over the next 12 months. These stocks are handpicked by our research director, Dr. Inan Dogan.
One free upcoming issue of our 70+ page Quarterly Newsletter: A value of $149
Bonus Content: Premium access to members-only fund manager video interviews
Ad-Free Browsing: Enjoy a month of investment research free from distracting banner and pop-up ads, allowing you to focus on uncovering the next big opportunity.
Lifetime Price Guarantee: Your renewal rate will always remain the same as long as your subscription is active.
30-Day Money-Back Guarantee: If you’re not absolutely satisfied with our service, we’ll provide a full refund within 30 days, no questions asked.

Space is Limited! Only 1000 spots are available for this exclusive offer. Don’t let this chance slip away – subscribe to our Premium Readership Newsletter today and unlock the potential for a life-changing investment.

Here’s what to do next:

1. Head over to our website and subscribe to our Premium Readership Newsletter for just $9.99.

2. Enjoy a month of ad-free browsing, exclusive access to our in-depth report on the Trump tariff and nuclear energy company as well as the revolutionary AI-robotics company, and the upcoming issues of our Premium Readership Newsletter.

3. Sit back, relax, and know that you’re backed by our ironclad 30-day money-back guarantee.

Don’t miss out on this incredible opportunity! Subscribe now and take control of your AI investment future!

Subscribe Now!

No worries about auto-renewals! Our 30-Day Money-Back Guarantee applies whether you’re joining us for the first time or renewing your subscription a month later!

Insider Monkey Ads

A New Dawn is Coming to U.S. Stocks

Published on June 13, 2025 at by Insider Monkey Staff

I work for one of the largest independent financial publishers in the world – representing over 1 million people in 148 countries.

We’re independently funding today’s broadcast to address something on the mind of every investor in America right now…

Should I put my money in Artificial Intelligence?

Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin.

Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for CNBC, Fox Business, Barron’s, and Yahoo! Finance…

But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down.

That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet…

And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day.

He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance.

Click to continue reading…

Insider Monkey Ads

Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Log In

Sign Up

8 Best Stocks to Buy According to Billionaire Jamie Dinan

Published on September 19, 2022 at 1:45 pm by Ritesh A. in Hedge Fund Analysis, Hedge Funds, News

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Published on June 23, 2025 at by Inan Dogan, PhD

Here’s why this is a deal you can’t afford to pass up:

A New Dawn is Coming to U.S. Stocks

Published on June 13, 2025 at by Insider Monkey Staff

Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Premium

Log In

Sign Up

8 Best Stocks to Buy According to Billionaire Jamie Dinan

Published on September 19, 2022 at 1:45 pm by Ritesh A. in Hedge Fund Analysis, Hedge Funds, News

Share

Share

AI, Tariffs, Nuclear Power: One Undervalued Stock Connects ALL the Dots (Before It Explodes!)

Published on June 23, 2025 at by Inan Dogan, PhD

Here’s why this is a deal you can’t afford to pass up:

A New Dawn is Coming to U.S. Stocks

Published on June 13, 2025 at by Insider Monkey Staff