Dumb Signal has archived 13,572 posts
from Bill Ackman (@BillAckman) and classified
21 as real trade calls — each priced the day it was
made and graded by direction-signed returns at 1D / 1W / 1M / 1Y, deletion-proof.
A good summary. https://t.co/Xg2xFOxPfe
↗ Quoting @bradthomas
$HHH
We are delighted that $PSUS and $PS are now listed on the Mexican Stock Exchange. We will be visiting our Mexican shareholders next month and look forward to a long-term relationship. https://t.co/HwMJ8tZS34
↗ Quoting @bmvmercados
$PSUS$PS
The Howard Hughes Holdings Inc. ($HHH) 2026 Shareholder Meeting will take place next Wednesday September 30th at The Auditorium at 787 Seventh Ave in New York City.
At the meeting, among other topics, we will discuss how we intend to accelerate the transformation of HHH to an insurance holding company by dramatically reducing the capital intensity of our Howard Hughes Communities real estate subsidiary, freeing up capital to be invested in Vantage, our insurance subsidiary.
HHH CEO David O'Reilly, Ryan Israel CIO, Marc Grandisson Executive Chairman of Vantage, and I will make a presentation and address audience Q&A.
Advanced registration for the meeting is required with priority given to HHH stockholders. To register, visit: https://t.co/mPPE8xiQd2
$HHH
RT @MarkGoldfeder: NYT spokesman calls our suit meritless and an attempt to “chill journalism.”
That’s cute, Charlie. Freedom of the press…
$NYT
RT @EFischberger: Breaking: New York Times shareholders just SUED the company over its Israel coverage.
The suit cites a Jewish former NYT…
$NYT
An excellent and insightful report on $HHH. https://t.co/cvFpfHoAkP
↗ Quoting @scottfelsenthal
$HHH
@MasMaheshananda You can by buying $PSUS. One share costs $38.90.
$PSUS
RT @mmlionfund: One of the best interviews I've heard from Bill Ackman. Bill's hedging during both the GFC and the Covid lockdown were huge…
$PS$PSUS
This is a great development for @Nike. I am an @alexarnault fan and Alex can help. And Nike needs help. https://t.co/Zi2ZMU8snc
↗ Quoting @alexarnault
$NKE
RT @mattvanswol: 🚨THIS IS INSANE!!!
A 25-year-old suffered a catastrophic brain injury in a motorcycle crash and UnitedHealthcare is REFUS…
$UNH
RT @usnavycmdr: 🚨 Some of the many Fannie Mae high profile quotes over the years;
1) Federal Judge Margaret Sweeney called this a “mafia s…
$FNMA
Set a reminder for my upcoming Space! https://t.co/4JYxMDgyQ3
For important disclosures relating to statements that may be made during this event, including forward-looking statements and certain non-GAAP measures, please review the “Important Legal Information” section at the end of the Pershing Square Inc. Second Quarter 2026 Earnings Presentation available at https://t.co/O84SqOfCx5. This event does not constitute an offer to sell, or a solicitation of an offer to purchase, any interest or security in Pershing Square Inc. or any Pershing Square fund or securities of any other person, or investment advice or an invitation or inducement to deal in securities.
@BillAckman
Aug 12, 2026 · 21:05 ET
stock
1st mention
trade
position
Pershing Square $PS announced earnings this evening in advance of our call tomorrow at 9am ET and our Spaces on @X which will follow the call.
Please read our letter in advance of the call which explains the quarter and provides updates on the portfolio and six new positions in $NFLX, $V, $MA, $ICE, $ALC, and $SPGI
https://t.co/Bcb1FgjjgE
$PS$NFLX$V$MA$ICE$ALC$SPGI
| return | 1D | 1W | 1M | 1Y | now |
| $ALClong |
-0.1% | +0.9% | -10.3% | — | -12.0% |
| $ICElong |
+2.6% | +3.9% | +4.0% | — | +0.8% |
| $MAlong |
+1.3% | +2.5% | +1.7% | — | -1.5% |
| $NFLXlong |
+5.4% | +8.1% | +4.3% | — | -6.2% |
| $PSlong |
+6.7% | +2.6% | -2.9% | — | +44.2% |
| $SPGIlong |
+3.1% | +4.0% | +0.4% | — | -3.6% |
| $Vlong |
+1.7% | +1.7% | +3.1% | — | -0.0% |
@DidierBlessing @FortuneMagazine @ajs @realDonaldTrump @NYCMayor @SpaceX @OpenAI Ask me on the $PS conference call and Spaces on August 13th.
$PS
I was on @FortuneMagazine’s podcast with @ajs and we discussed markets, capitalism, socialism, @realDonaldTrump, @NYCMayor Mamdani, $PS, $PSUS, $MSFT, $UBER, $META, @SpaceX, AnthropicAI, @OpenAI, making mistakes and more. https://t.co/s2vbjfqBm7
↗ Quoting @fortunemagazine
$PS$PSUS$MSFT$UBER$META
RT @stark0xbt: Jensen Huang publicly named who's winning the AI race. Not OpenAI. Not Anthropic. Not Google.
Elon Musk.
His reasoning was…
$GOOGL
@DN_degen This is @Figure_robot not @Tesla @Tesla_Optimus
$TSLA
On Fannie Freddie, an important read.
Bullish. https://t.co/FmNP4mcO3H
↗ Quoting @garmireavery
$FNMA$FMCC
I was interviewed on Ariel Whitman's podcast about Israel, the Iran war, $PSUS, $PS, AI, and a number of other topics:
https://t.co/leAn9G0u0B
$PSUS$PS
RT @MilkRoadAI: Meta is building a cloud business to sell excess AI computing capacity to outside customers essentially turning Meta's $125…
$META
RT @KennyBurgosNY: “[Google’s Sergey Brin] was willing to accept six cents on the dollar on their original equity investment to divest itse…
$GOOGL
RT @ihtesham2005: Bill Ackman is openly trying to build the next Berkshire Hathaway and explained the entire playbook on All-In. It starts…
$BRK.A
RT @YigalBCN: I long this beautiful video by Mr Ackman @BillAckman. Why #FNMA & #FMCC have dropped from President Trump priority? That long…
$FNMA$FMCC
@BillAckman
Jun 15, 2026 · 12:05 ET
stock
1st mention
trade
An update on Pershing Square USA, Ltd. $PSUS:
Since its IPO on April 29th, PSUS has deployed nearly 85% of its capital in 12 companies including Amazon, Microsoft, UBER, Meta, Brookfield, Restaurant Brands, Fannie Mae and Freddie Mac at prices we believe to be extremely attractive.
The PSUS portfolio, along with the other Pershing Square funds, also includes four new companies, which we will disclose at the time of our second quarter report.
As a result of our investment activity over the last six weeks, we believe the PSUS portfolio is now invested in a number of the highest quality durable growth companies in the world, which are trading near their all-time lowest valuations.
Furthermore, as of this moment, PSUS is trading at a ~20% discount to the net asset value (NAV) of its underlying holdings so a buyer of the stock at today’s price is acquiring the current portfolio at a double discount. We believe the PSUS discount to NAV has emerged due to short-term technical factors related to the IPO that should moderate over time.
Pershing Square management and affiliates are all-in, having acquired more than ten million shares or $500+ million of PSUS in the IPO and in the market thereafter.
In summary, we believe PSUS and its portfolio holdings represent an extremely attractive bargain at today’s share price and we have put our money where our mouth is.
$PSUS$AMZN$MSFT$UBER$META$BN$QSR$FNMA$FMCC
| return | 1D | 1W | 1M | 1Y | now |
| $AMZNlong |
-0.0% | -5.4% | +3.6% | — | +1.3% |
| $BNlong |
-0.0% | -3.4% | -2.6% | — | -20.0% |
| $FMCClong |
-0.5% | -3.1% | -9.9% | — | -35.5% |
| $FNMAlong |
-1.7% | -5.7% | -10.7% | — | -37.5% |
| $METAlong |
-2.1% | +16.5% | +60.3% | — | +105.2% |
| $MSFTlong |
-1.5% | -8.1% | -1.0% | — | +28.5% |
| $PSUSlong |
+1.2% | -2.6% | -3.4% | — | -7.5% |
| $QSRlong |
+0.8% | -5.0% | -1.0% | — | -4.3% |
| $UBERlong |
+0.5% | -1.9% | -0.2% | — | -6.0% |
.@BernieSanders , it is a time to celebrate. @elonmusk has created enormous value for society by building @SpaceX, driving down the cost of rocket launches and creating a global satellite communication network that has brought high speed, low-cost internet and communication access to hundreds of millions and eventually billions of people along with critical advantages for our military and our nation’s defense.
SpaceX and its technologies will cause an acceleration in the growth of wages and wealth creation globally, including in some of the poorest communities in the U.S. and around the world.
Access to low-cost, high speed communications everywhere will allow children around the world to be educated, families to build businesses, and life-saving medical knowledge and care to be available everywhere.
SpaceX will materially bring down the cost of compute, advancing AI and humanity.
Meanwhile, 4,000 SpaceX employees yesterday became millionaires, including hourly wage employees who you claim you are trying to help.
The Elon Musks of the world drive growth, global GDP, and provide access to goods and services at lower cost that would otherwise not exist.
Elon’s nominal trillionaire status is due to his ownership of SpaceX, Tesla, Neuralink, the Boring Company and his other initiatives that have brought new technologies that improve our everyday lives.
Elon is not sitting on a trillion dollar pile of cash, jewelry and gold. He is using his controlling stakes in his companies to advance mankind. Elon’s companies don’t pay dividends. They reinvest all of their capital to accelerate innovation and value creation.
Elon is working 24/7 for all of us. He deserves respect and appreciation, not smears.
Bernie, your socialism would never allow a SpaceX to be built. Socialism has only proven to impoverish mankind and lead to death and destruction.
We need to create the conditions for more SpaceXs to be built, not attack the great entrepreneurs who are helping to advance our country.
↗ Quoting @berniesanders
$TSLA