In billionaire Glenn Russell Dubin

We recently released a list Billionaire Glenn Russell Dubin. In this article, we will explore Composecure, Inc. (NASDAQ: CMPO) position against billionaire Glenn Russell Dubin's other stock draft picks with huge advantages.

Glenn Russell Dubin is one of the most experienced hedge fund managers in the industry, most notably co-founder of Highbridge Capital Management, a multi-strategy investment business he founded in 1992 with Henry Swieca. Before being acquired by JPMorgan Chase in 2004, the company quickly became the company of Wall Street's most mature Hedge Hedge Hedde Hedge funds. As of March 2024, Highbridge Capital manages more than $7.1 billion in disposable assets and focuses on the growth industry.

Dubin has long been involved in basic research and multi-asset investment through Highbridge and its private investment company Dubin & Company. His portfolio demonstrates a high-trust strategy, with the top 10 holdings accounting for more than 40% of the reported 13F stocks. Dubin’s top stocks often coincide with broader macroeconomic themes such as monetary easing, capital market expansion and industrial revival, making them an excellent bet for long-term investors looking for asymmetric risk-reward ratios.

The background of these investments is particularly attractive. Financial markets rebounded strongly in 2024, with financial stocks growing more than 30% by the end of the year due to lower inflation, lower interest rates and strong investor sentiment. Even though U.S. GDP growth is expected to drop from 2.7% in 2024 to 1.5% in 2025, hopes of a lower rate and a more stable regulatory environment keep the momentum in the financial industry alive. Meanwhile, a growing number of corporate refinancing needs and record consumer debt are shifting capital to private credit and asset-backed loans, and Highbridge has traditionally performed well.

The industrial sector is also experiencing a major revival, growing 26% in 2024, driven by the demand for remanufacturing, clean energy construction and infrastructure construction. Only one-quarter of the planned North American infrastructure projects still have huge growth potential. Meanwhile, lower interest rates are expected to boost housing activity, and aerospace demand is expected to grow as airlines transform their elderly fleets. These macroeconomic drivers continue to provide attractive entry points for periodic names with long-term upside space.

Tariff issues in the stock market have increased volatility, especially given the proposed higher tariffs on steel and aluminum imports. However, other investors see this as a temporary disruption that could ultimately benefit domestic manufacturers and the capital goods industry. In fact, leading market commentators believe that forecasts of a new wave of trade protectionism have been exaggerated and the potential fundamentals of major value industries remain strong.

In this case, this may be a good time to focus on experienced managers, such as Glenn Dubin. As the market resets the valuations of bank and industrial stocks fall from their 2024 highs, the opportunity to buy a company with a discount is open. Highbridge Capital’s recent bets show trust in not only rebounding but also growing sectors, the choice of these top stocks could bring considerable upside potential as the market rebalancing in 2025.

To compile a list of 10 stock drafts with huge upside potential by billionaire Glenn Russell Dubin, we looked at Greenlight Capital’s fourth quarter 2024 13F file to determine that billionaire Glenn Russell Dubin’s stock draft pick has the greatest upside potential. Our upward order of upward potential evaluates the company. These stocks are also very popular.

Why are we interested in stocks that hedge funds to accumulate? The reason is simple: Our research shows that we can beat the market by mimicking the top stocks of the best hedge funds. Our strategy for quarterly newsletters selects 14 small and large stocks every quarter, returning 373.4% since May 2014, beating its benchmark by 218 percentage points (See more details here).

Composecure, Inc. (CMPO): In billionaire Glenn Russell Dubin

Close-up of metal composite products, emphasizing its design strength.

Number of hedge fund holders: 46

Upward potential: 43.40%

Composecure, Inc. (NASDAQ: CMPO) produces high-quality metal and composite payment cards, as well as secure digital asset storage solutions for the U.S. and global markets. Through its payment card and Arculus segments, the company offers unique metal card design and refrigeration verification solutions for digital assets such as Bitcoin and Ethereum. Composecure, Inc. (NASDAQ: CMPO) serves leading financial institutions and security providers and drives growth in strong demand for premium card customization and its Arculus Suite. The company is one of the highest stakes in Glenn Russell Dubin, as the fund holds $6.39 million worth of shares, accounting for 0.23% of its portfolio.

Composecure, Inc. (NASDAQ: CMPO) net sales increased 8% to $426 million in the fiscal year ended December 31, 2024, led by domestic sales growth of 7% and 11% domestic sales. Adjusted EBITDA rose 4% to $151.4 million, with adjusted net income up 8% year-on-year to $24.8 million in the fourth quarter. Free cash flow increased by 62% to $84.9 million, while net debt decreased by 60% to $120 million. The fourth quarter 2024 marks the first positive net contribution of the Arculus business, which continues to gain traction in the secure digital wallet market.

In addition, Composecure, Inc. (NASDAQ:CMPO) has introduced its internal improvement framework, the Composecure Operating System (COS), to improve manufacturing efficiency, and is expected to increase its advantages in 2025 and 2026. In February 2025, the company completed a by-product of the shareholding to make its share sale so that it could not realize its wealth, thereby making it sold. Citi, Barclays, JetBlue and HSBC have launched high-profile cards, and customer motivation remains strong, helping to drive the adoption of premium metal cards worldwide.

Composecure expects mid-point growth in net sales and adjusted EBITDA in 2025, supported by Arculus' growing profitability and ongoing operational enhancement. Composecure, Inc. (NASDAQ: CMPO) The dynamics and focus on long-term shareholder value is one of Glenn Russell Dubin’s stock portfolio choices.

Overall, CMPO Ranked sixth There is huge upside potential in the stock picks of our billionaire Glenn Russell Dubin. Although we acknowledge the potential of CMPOs, our belief is that certain AI stocks have greater hope to offer higher returns and do so in a shorter time frame. AI stocks have risen since the beginning of 2025, while popular AI stocks have lost about 25%. If you are looking for AI stocks that are more promising than CMPO but have less than 5 times their earnings, check out our report Cheapest AI stocks.

Read the next article: Buy 20 Best AI Stocks Now and According to the billionaire, there are now 30 best stocks.

Disclosure: None. This article was originally published in Inside monkey.