Dumb Signal has archived 13,575 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.
RT @compound248: Punches not pulled.
U.S. Steel CEO goes for the jugular. $X
$X
The process for an exit from conservatorship begins:
Treasury Department and Federal Housing Finance Agency Amend Preferred Stock Purchase Agreements for Fannie Mae and Freddie Mac | U.S. Department of the Treasury https://t.co/6CFUWCtmcU
$FNMA$FMCC
RT @mayemusk: It’s January 1, 2025, and many media outlets are already making misleading headlines about @Tesla and @cybertruck without doi…
$TSLA
@JeffFlinn_ Freddie has grown its guarantee book faster than Fannie so its growth in capital due to earnings has not kept pace (as has Fannie’s) with its outstanding guarantees. As such, it will need to raise more capital than Fannie to meet the 2.5% of outstanding guarantees capital
$FMCC$FNMA
@finmarkets3 Coupang
$CPNG
@kitten_dumpster @KatKanada_TM It made my day to read this. We sold because we needed the money to meet redemptions from our investors. We bought back our stake in CP once we recovered. We have enormous respect for what you have accomplished over the last decade.
$CP
@BillAckman
Dec 13, 2024 · 11:38 ET
stock
1st mention
trade
position
@nicosintichakis To clarify, my short for the contest is $IEP. We don’t short stocks at Pershing Square.
$IEP
| return | 1D | 1W | 1M | 1Y | now |
| $IEPshort |
+2.0% | +5.6% | +8.8% | +4.9% | -1.0% |
Xavier Becerra who is the current HHS Secretary has been a large supporter of Herbalife, the multilevel marketing (aka pyramid scheme) supplement provider. In exchange for his support, Herbalife has historically been one of Becerra’s top three donors.
Funny how no one questioned Becerra’s bonafides for the job when he was appointed.
↗ Quoting @MarioNawfal
$HLF
@BillAckman
Nov 08, 2024 · 09:13 ET
stock
trade
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I am going to seek approval from the board of Pershing Square Holdings— in which I and my family own 23% of the shares—to eliminate its listing on the @euronext Amsterdam exchange.
The board had been considering the move because our second listing on the @LSEplc now represents
$PSH
| return | 1D | 1W | 1M | 1Y | now |
| $PSHlong |
-0.0% | -0.4% | +0.1% | +6.3% | +8.3% |
RT @greg_price11: Donald Trump has been the President-Elect for not even two days:
- Steve Madden is halting manufacturing in China by hal…
$SHOO
@SquawkCNBC To be clear, I don’t think @realDonaldTrump is going to cause harm to Google. All businesses will benefit if the @Trump team is able to help accelerate the growth of the country.
$GOOGL
And then society and our government pay the healthcare costs due to increased obesity, diabetes, cancer and more. I never understood why the plaintiff bar has never brought suit against @CocaCola and @pepsi for misleading advertising and consumer harm to children and adults. https://t.co/uJKuEcOQWO
↗ Quoting @austin_rief
$KO$PEP
Come to think of it, I am going to alert the @SEC directly about @Disney, @ABC and their misleading response to the whistleblower’s accusations about the presidential debate.
$DIS
.@ABC and @RobertIger should directly address the specific accusations of the whistleblower, and Iger/Disney should launch a full investigation.
Not surprisingly, there has been no denial from the two ABC moderators. Just silence.
In the past, when we did activist short selling, the subject company would issue a carefully written press release or management would make a statement to misdirect shareholders in response to the issues we had identified.
ABC’s response here is reminiscent of Herbalife’s statements which attempted to rebut our accusations. And take a look that stock.
@Disney is subject to @SECGov oversight. The reputation of ABC is material to the value of Disney. As such, the company must address the specific allegations made by the whistleblower, and cannot mislead the market by issuing a statement which purports to address the issues identified, but does not.
↗ Quoting
$DIS$HLF
There is a non-business reason why @KKR_Co is splitting with Mathias Doepfner/Axel Springer. I know the reason. I have not yet decided whether to share it.
Axel Springer reportedly near deal with KKR to split up | Fortune https://t.co/xX0QLLrNyk
$KKR
Pershing Square USA, Ltd. Withdraws IPO
New York, July 31, 2024 //- Pershing Square USA, Ltd. (“PSUS” or the “Company”), today announced that it is withdrawing its previously announced Initial Public Offering (the “IPO”) of common shares of beneficial interest. Bill Ackman,
$PSUS
Our press release correcting false and misleading press reports on the Pershing Square USA $PSUS IPO:
https://t.co/88gnutFF13
$PSUS
You can find the virtual roadshow for Pershing Square USA, Ltd. $PSUS here:
https://t.co/DQm3dRaQmq
The preliminary prospectus for Pershing Square USA, Ltd. is available here:
https://t.co/XtLDiD3WB2.
Please read the preliminary prospectus in connection with viewing the
$PSUS
Pershing Square USA, Ltd. $PSUS roadshow presentation:
https://t.co/G7Ce3ipImu
$PSUS Prospectus:
https://t.co/XtLDiD3oLu
$PSUS
RT @Riley_Gaines_: It only took @TractorSupply losing $2 billion before they decided to stick to selling farm equipment rather than engagin…
$TSCO
I am not a @Tesla shareholder but I couldn’t agree more. Taking away @elonmusk’s compensation after he created enormous value for shareholders is theft. And stealing from a CEO who has created spectacular value for shareholders is not a smart long-term decision for the company. https://t.co/iRrV85e7et
↗ Quoting @ToddMaron
$TSLA