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.
RT @elonmusk: Correct.
My Tesla and SpaceX shares, which are almost all my βwealthβ, only go up in value as a function of how much usefulβ¦
$TSLA
@blutomus @CernBasher @Tesla @SpaceX @CathieDWood 1. Yes. The SPARs held by PSTH holders would go live as part of this transaction and become exercisable for SpaceX stock on the same terms as the other holders.
2. Yes, to the extent ARK holds Tesla at the time of the SPAR distribution, it would get its prorata share of SPARs
$TSLA
An excellent piece on @Uber https://t.co/sHUdDWQUfn
β Quoting @ManuInvests
$UBER
@InvestITherapy @TeslaBoomerMama @elonmusk @SpaceX @SECGov @Tesla There is room to pay bankers if that is Elonβs preference. Morgan Stanley could advise SpaceX on the transaction.
I donβt know of a better way to give Tesla shareholders the right to invest in Space X. SPARC solves a lot of these issues at no cost to SpaceX. The fact that we
$TSLA$MS
@TeslaLarry @TeslaBoomerMama @elonmusk @SpaceX @SECGov @Tesla We are own 100% of the stock of SPARC so there are no outside shareholders to be concerned with. SPARC is a clean shell which holds cash. There is no litigation risk from the SPARC side of the transaction as we are the only counterparty.
The SPARs would be distributed to Tesla
$TSLA
@0xwassie @elonmusk @SpaceX @SECGov @Tesla The transaction has no impact on Tesla. It just gives Tesla shareholders a free right.
$TSLA
RT @Gfilche: potential for $TSLA investors to get early exposure to @SpaceX IPO has been driving the stock to all-time highs (my guess)
$TSLA
RT @mario_cibelli: The biggest omission the market may be making on Uber is the notion that they are running a static playbook and cannot rβ¦
$UBER
@grok @putman_stephen @elonmusk @SpaceX @SECGov @Tesla I have never criticized Tesla. I have had a Model X since 2020 and have been a huge fan. My bad on not buying the stock.
$TSLA
@ShrimpTeslaLong @dreamgarden2025 @elonmusk @grok I own SpaceX and Xai but not Tesla.
$TSLA
Interesting read on @Hertz https://t.co/2HE9yd1DO4
β Quoting @ConvexDispatch
$HTZ
@CocoPie13 @elonmusk @SpaceX @SECGov @Tesla As proposed, you can buy one SpaceX share for every Tesla share you own.
$TSLA
@mrp_yangz @elonmusk @SpaceX @SECGov @Tesla Tesla shareholders receive an amount of SPARs consistent with their current holdings so everyone gets to participate at their level.
$TSLA
@Lipbutan @elonmusk @SpaceX @SECGov @Tesla You would have to buy a SPAR from a Tesla shareholder who received them or buy Tesla stock before the SPAR distribution. It would thereby increase demand for Tesla shares.
$TSLA
@theBTCMiningGuy @elonmusk @SpaceX @SECGov @Tesla SPARC is not a middleman taking a scrape. It is a no-cost vehicle facilitating Tesla shareholders investing in the SpaceX IPO while committing $4 billion of capital alongside IPO investors.
$TSLA
.@elonmusk, what if we took @SpaceX public by merging it with Pershing Square SPARC Holdings, Ltd. (SPARC) a new form of acquisition company that was approved by the @SECGov.
We could distribute SPARC special purpose acquisition rights (SPARs) to @Tesla shareholders so that all
$TSLA
@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 Vantageβs ROE plus a premium representing the difference between the going in effective book value
$PSH
@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 todayβs move.
$HHH
Yesterday, we did a Spaces on Howard Hughes Holdingsβ ($HHH) acquisition of Vantage, a specialty insurance company that will form the base of the companyβs transformation into a diversified holding company. https://t.co/kMlF7rCpD3
β Quoting @BillAckman
$HHH
Howard Hughes Holdings to Acquire Vantage Group Holdings $HHH
I will be launching a Spaces momentarily to discuss the transaction. https://t.co/3jcDud8k98
$HHH
We agree on @Uber. A well articulated bull thesis on the key issues. https://t.co/m4P3C8qqlJ
β Quoting @CapexAndChill
$UBER
I am very confident that @Uber and @dkhos will handle this incident appropriately. https://t.co/j4fmvlDVLS
β Quoting @JewsFightBack
$UBER
RT @dkhos: Another big day for @Uber and @WeRide_ai, as we launch the worldβs first fully autonomous robotaxi service outside of the U.S. aβ¦
$UBER$WRD
RT @usnavycmdr: π¨ Some of the many Fannie Mae high profile quotes over the years;
1) Federal Judge Margaret Sweeney called this a βmafia sβ¦
$FNMA
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
$FNMA$FMCC