Dumb Signal has archived 13,572 posts
from Bill Ackman (@BillAckman) and classified
21 as real trade calls β each priced the day it was
made and graded by direction-signed returns at 1D / 1W / 1M / 1Y, deletion-proof.
My All-In interview segmented by topic. Interesting to be interviewed by four protagonists.
We discuss $PS, $PSUS, $HHH, $SPCX, and more. https://t.co/IcQaSCQ1pb
β Quoting @theallinpod
$PS$PSUS$HHH$SPCX
I had a fun interview with the All In crew and discussed AI, investing, disruption, $PS, $PSUS, and $HHH. https://t.co/U0qePi8ZJL
β Quoting @carm1nee
$PS$PSUS$HHH
@CarsonTalkMoney Looks like Berkshire just sold Todd Combβs stocks on his departure.
$BRK.B
To be clear, our sale of $GOOG was not a bet against the company. We are very bullish long term on Alphabet. But at current valuations and in light of our finite capital base, we used $GOOG as a source of funds for $MSFT. https://t.co/0ePZI8p3Bh
β Quoting @BillAckman
$GOOG$MSFT
| return | 1D | 1W | 1M | 1Y | now |
| $GOOGshort |
+0.1% | +3.5% | +8.9% | β | +13.3% |
| $MSFTlong |
+0.4% | -0.6% | -7.2% | β | +22.1% |
@patientinvestor We sold Google and bought Microsoft. Interesting. I have enormous respect for Chris.
$GOOGL$MSFT
| return | 1D | 1W | 1M | 1Y | now |
| $GOOGLshort |
-0.0% | +3.5% | +9.3% | β | +13.2% |
| $MSFTlong |
+0.4% | -0.6% | -7.2% | β | +22.1% |
RT @RezaC1: Hey @GovKathyHochul how do you feel about Corning, one of New York Stateβs most important industrial companies, opting to builβ¦
$GLW
Ryan Israel (CIO of Pershing Square) and I had a fireside chat at the Berkshire Hathaway meeting last Friday. We covered the full landscape of the capital markets, geopolitics, Howard Hughes Holdings $HHH, $PS and $PSUS. https://t.co/EKQbHWaVhX
$HHH$PS$PSUS
$PSUS and $PS SPACE in three minutes. https://t.co/KfcL9AUHiw
β Quoting @BillAckman
$PSUS$PS
I did not blame retail investors for PSUSβ and PSβ price drop. I did explain to the media that we had chosen to favor retail allocations over institutional orders by giving retail investors 100% allocations and cutting back institutions. In most deals, retail investors receive a smaller percentage of their orders than favored institutions.
Because the stocks opened late in the day at 1:55pm, investors who received more shares than they wanted were forced to sell in the last two hours of the trading day in order to have the cash to settle their orders the following day. This likely led to dumping of the shares of both PSUS and PS before the market closed.
I was not blaming retail investors. I was simply explaining what we believe had occurred. We just did not appreciate this dynamic in making our allocation decisions.
β Quoting @PiQNewswire
$PSUS$PS
An excerpt from my interview with @CNBC on $PSUS and $PS.
I bought 500,000 shares of $PSUS and 800,000 shares of $PS yesterday in the open market.
PSUS trades at a large discount to its $49 cash per share and PS trades below the price, $26.25, at which we sold a 10% interest
$PSUS$PS
| return | 1D | 1W | 1M | 1Y | now |
| $PSlong |
+35.7% | +28.4% | +41.4% | β | +100.5% |
| $PSUSlong |
+0.2% | -0.9% | -6.0% | β | -14.2% |
RT @BillAckman: Howard Hughes Holdings ($HHH) Appoints Former Arch Capital CEO Marc Grandisson to its Board https://t.co/PTtBBtARed
$HHH
Howard Hughes Holdings ($HHH) Appoints Former Arch Capital CEO Marc Grandisson to its Board https://t.co/PTtBBtARed
$HHH
I was joined by Pershing Square CIO Ryan Israel to present the combined IPO of Pershing Square USA (NYSE: PSUS) and Pershing Square Inc. (NYSE: PS). I welcome your feedback.
https://t.co/j7a1GWslrW
The slides referenced in the presentation are available for download here:
$PSUS$PS
I sat down with Robinhood CEO Vlad Tenev to discuss the combined IPO of Pershing Square USA (PSUS) and Pershing Square Inc. (PS) I hope you enjoy the conversation.
Β
https://t.co/xpMnsn9mi1
Β
This communication has been made available to you with the consent of Pershing Square
$PSUS$PS$HOOD
Today, we announced the launch of the road show for the combined IPO of Pershing Square USA and Pershing Square Inc. You can read the official announcement here:
https://t.co/L9ewPwsud5.
Β
I wrote a letter to explain the combined offering in detail that can be found here:
$PSUS$PS
Link for todayβs @UMG Webcast
https://t.co/1lmC24nUs2
$UMG
This is the slide deck for our 10am EDT/4pm CET @UMG presentation.
https://t.co/2tGwag3NKd
$UMG
RT @Artium66779774: Back to '96 : A young @BillAckman asking Warren Buffett about $FNMA and $FMCC accounting shenanigans.
Fast forward 30β¦
$FNMA$FMCC
RT @Eric_BIGfund: Bezos had the vision, took the risk, and built Amazon from nothing. Since founding, Amazon has employed roughly 11.5 millβ¦
$AMZN
RT @HillValleyForum: "Our head count in Manhattan when I got to JPMorgan was 35,000 and now is 26,000. Our head count in Texas started at 1β¦
$JPM
RT @BillAckman: And Fannie and Freddie are stupidly cheap. Asymmetry at its best. They could be a 10X and it could happen soon.
$FNMA$FMCC
And Fannie and Freddie are stupidly cheap. Asymmetry at its best. They could be a 10X and it could happen soon.
$FNMA$FMCC
RT @HorsemanCountry: $FNMA $FMCC
The exposure of Obama's theft from Fannie Mae/Freddie Mac & their shareholders via NWS is gaining momentβ¦
$FNMA$FMCC
RT @Robert_B_Bowes: To compliment the @BillAckman accurate description of the Net Worth Sweep of 100% of Fannie and Freddie profits, one muβ¦
$FNMA$FMCC
RT @McNamara_Brief: I wrote two buy-side reports on @FannieMae $FNMA and @FreddieMac $FMCC last year. This report covered their current ERCβ¦
$FNMA$FMCC