Bill Ackman @BillAckman

@ChrisVMDHealth If Vantage is successful in increasing its ROE as we expect it will be, PSH should earn a very attractive return on its preferred stock investment as it will earn an IRR equal to Vantage’s ROE plus a premium representing the difference between the going in effective book value

@cynthiamboyle HHH has some legacy real estate shareholders who need to sell now that the company is no longer a pure play real estate company. I suspect that is part of today’s move.

Yesterday, we did a Spaces on Howard Hughes Holdings’ ($HHH) acquisition of Vantage, a specialty insurance company that will form the base of the company’s transformation into a diversified holding company. https://t.co/kMlF7rCpD3

Howard Hughes Holdings to Acquire Vantage Group Holdings $HHH I will be launching a Spaces momentarily to discuss the transaction. https://t.co/3jcDud8k98

We agree on @Uber. A well articulated bull thesis on the key issues. https://t.co/m4P3C8qqlJ

I am very confident that @Uber and @dkhos will handle this incident appropriately. https://t.co/j4fmvlDVLS

RT @dkhos: Another big day for @Uber and @WeRide_ai, as we launch the world’s first fully autonomous robotaxi service outside of the U.S. a…

RT @usnavycmdr: 🚨 Some of the many Fannie Mae high profile quotes over the years; 1) Federal Judge Margaret Sweeney called this a “mafia s…

I underestimated how much exposure Fannie and Freddie ("F2") have to crypto, not on balance sheet, but in their shareholder bases. Run a correlation between F2 and bitcoin and you will see what I mean. Forced liquidations and margin calls in crypto are leading to F2 share sales

I had a great conversation with @MariaBartiromo on @FoxBusiness about Fannie and Freddie: https://t.co/bzOgymazPs

This court decision is very positive for @UMG whose share price experienced a ~25% decline on fears that Bollore would have to sell its 18% stake in UMG to fund a buyout of minority Vivendi shareholders. The stock decline began this summer on July 28th with Cyrille Bollore’s surprise resignation from UMG’s board in order to increase Bollore’s flexibility to sell UMG stock. With this court decision, the Bollore ‘overhang’ has now been removed. UMG stock is extremely cheap at its current valuation. As of last night’s close, it was trading at its all-time lowest valuation of 20 times next year’s earnings without assigning any value to the company’s 6.49 million shares of @Spotify.

Here is a link to our Fannie Freddie Presentation https://t.co/57fg9WnDDd

We will be hosting a Space on @X about Fannie Mae and Freddie Mac on Tuesday, November 18th at 10:30am Eastern. On the Space, we will share a proposed transaction which will enable the @realDonaldTrump Administration to achieve all of its objectives of maximizing value for

We will he hosting a Space on @X about Fannie Mae and Freddie Mac on Tuesday, November 18th at 10:30am Eastern. On the Space, we will share a proposed transaction which will enable the @realDonaldTrump Administration to achieve all of its objectives of maximizing value for

RT @nicosintichakis: ICYMI 🛎️ Deutsche Bank $DB Upgrade Fannie / Freddie to $20 and $25 respectively $FNMA $FMCC https://t.co/DojRdiLxin

RT @pulte: “Fannie Mae is operating with greater business focus than ever. Trimming $173 million in administrative expenses since the first…

RT @HorsemanCountry: $FNMA $FMCC Whether it's Lutnick, Pulte, Bessent, or Trump himself...read the tea leaves. They're going to do right…

RT @pulte: Fannie Mae names Akwaboah acting CEO, replacing Almodovar | National Mortgage News https://t.co/AFMbqWpeT3

RT @pulte: President Trump made the right decision not to take Freddie and Fannie public during his first term and is opportunistically eva…

RT @pulte: Fannie, Freddie chief teases IPO https://t.co/2UrlINDtNq

The FHFA is seeking public input on its strategic plan which includes its oversight of Fannie Mae and Freddie Mac (F2) and their conservatorship. In particular, I encourage F2 shareholders to express their views on how the exit from conservatorship should be handled by the

On September 30th, Howard Hughes Holdings @HowardHughesHQ held its annual meeting. Ryan Israel, our CIO, David O'Reilly, our CEO, and I gave a presentation on the company and held a shareholder question and answer session on a broad range of topics. It can be found here:

RT @nicosintichakis: 🛎️ BREAKING: Capital Research Global Investors have added 6.6M Fannie Mae $FNMA common shares as of 10/15/25. 👇 h…

RT @onechancefreedm: What you’re seeing is a sharp divergence between listed private credit proxies (a Blackstone BDC and Blue Owl’s stock)…

RT @revgalerivs: Thnaks to @YoungRymob We found this document.. and it says... SPS ARE NON CONVERTIBLE So our $FNMA $FMCC investment is so…