DUMB//SIGNAL

Bill Ackman @BillAckman

CEO Pershing Square, Co-trustee @PershingSqFdn

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.

13572 tweets stored · 246 qualifying · all first mentions all trades

Recent trade calls

@BillAckman @BillAckman Nov 19, 2025 · 18:07 ET stock
I had a great conversation with @MariaBartiromo on @FoxBusiness about Fannie and Freddie: https://t.co/bzOgymazPs
$FNMA$FMCC
@BillAckman @BillAckman Nov 19, 2025 · 09:04 ET stock 1st mention
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.
↗ Quoting @ReutersBiz
$UMG$SPOT
@BillAckman @BillAckman Nov 18, 2025 · 12:00 ET stock
Here is a link to our Fannie Freddie Presentation https://t.co/57fg9WnDDd
$FNMA$FMCC
@BillAckman @BillAckman Nov 13, 2025 · 11:16 ET stock
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
$FNMA$FMCC
@BillAckman @BillAckman Nov 13, 2025 · 11:07 ET stock
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
$FNMA$FMCC
@BillAckman @BillAckman Nov 06, 2025 · 14:15 ET stock 1st mention
RT @nicosintichakis: ICYMI 🛎️ Deutsche Bank $DB Upgrade Fannie / Freddie to $20 and $25 respectively $FNMA $FMCC https://t.co/DojRdiLxin
$DB$FNMA$FMCC
@BillAckman @BillAckman Oct 29, 2025 · 07:50 ET stock
RT @pulte: “Fannie Mae is operating with greater business focus than ever. Trimming $173 million in administrative expenses since the first…
$FNMA
@BillAckman @BillAckman Oct 26, 2025 · 17:29 ET stock
RT @HorsemanCountry: $FNMA $FMCC Whether it's Lutnick, Pulte, Bessent, or Trump himself...read the tea leaves. They're going to do right…
$FNMA$FMCC
@BillAckman @BillAckman Oct 22, 2025 · 18:24 ET stock
RT @pulte: Fannie Mae names Akwaboah acting CEO, replacing Almodovar | National Mortgage News https://t.co/AFMbqWpeT3
$FNMA
@BillAckman @BillAckman Oct 20, 2025 · 20:28 ET stock
RT @pulte: President Trump made the right decision not to take Freddie and Fannie public during his first term and is opportunistically eva…
$FNMA$FMCC
@BillAckman @BillAckman Oct 20, 2025 · 20:25 ET stock
RT @pulte: Fannie, Freddie chief teases IPO https://t.co/2UrlINDtNq
$FNMA$FMCC
@BillAckman @BillAckman Oct 16, 2025 · 11:06 ET stock
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
$FNMA$FMCC
@BillAckman @BillAckman Oct 16, 2025 · 10:47 ET stock
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:
$HHH
@BillAckman @BillAckman Oct 15, 2025 · 22:05 ET stock
RT @nicosintichakis: 🛎️ BREAKING: Capital Research Global Investors have added 6.6M Fannie Mae $FNMA common shares as of 10/15/25. 👇 h…
$FNMA
@BillAckman @BillAckman Oct 01, 2025 · 06:41 ET stock 1st mention
RT @onechancefreedm: What you’re seeing is a sharp divergence between listed private credit proxies (a Blackstone BDC and Blue Owl’s stock)…
$BX$OWL
@BillAckman @BillAckman Sep 30, 2025 · 21:53 ET stock
RT @revgalerivs: Thnaks to @YoungRymob We found this document.. and it says... SPS ARE NON CONVERTIBLE So our $FNMA $FMCC investment is so…
$FNMA$FMCC
@BillAckman @BillAckman Sep 26, 2025 · 09:57 ET stock
RT @usnavycmdr: FNMA - Top Institutional HOLDINGS
$FNMA
@BillAckman @BillAckman Sep 26, 2025 · 09:56 ET stock
RT @nicosintichakis: BREAKING: CAPITAL WORLD INVESTORS disclose fresh $500 million USD investment 53 million common shares in Freddie Mac…
$FMCC
@BillAckman @BillAckman Sep 15, 2025 · 16:32 ET stock
RT @pulte: Obama and Biden kept Fannie and Freddie under the thumb of Washington grifters, who were always looking to milk a dime out of Fa…
$FNMA$FMCC
@BillAckman @BillAckman Sep 15, 2025 · 10:10 ET stock
It is abundantly clear that the administration wants Fannie and Freddie (F2) shares to go higher in the run up to a share sale. @howardlutnick knows how to talk a stock up and that’s precisely what he is doing here. Those that have suggested that the government is going to unilaterally convert the senior preferred stock (SPS) into common stock and massively dilute shareholders have lost the plot. The only way for a successful IPO to occur is to respect the original contract where the SPS receives a 10% return and the government receives 79.9% of both companies through the exercise of warrants. If the government massively dilutes the current shareholders which include a wide array of Insitutional shareholders and millions of retail investors, who would sign up to buy stock in either company, let alone finance the largest IPO of all time? President @realDonaldTrump likes to see stocks soar when his administration takes actions to help our country. The last thing he is going to do is wipe out the tens of billions of dollars of shareholder value he has already created for taxpayers and the millions of small shareholders and institutions like Capital Group, Morgan Stanley and others who own the shares. F2 institutional ownership is increasing every day. It is not as visible as usual because F2 shares are not considered 13F securities and there is no requirement for institutions to disclose their ownership stakes.
↗ Quoting @MayneReport
$FNMA$FMCC
@BillAckman @BillAckman Sep 08, 2025 · 10:56 ET stock
We likely have been too conservative in our estimate of Fannie’s and Freddie’s combined valuation, in particular, with respect to the earnings multiple we used in light of their extraordinarily dominant market positions. Valued like the must-own critical systemic infrastructure
$FNMA$FMCC
@BillAckman @BillAckman Aug 28, 2025 · 18:04 ET stock 1st mention
RT @LindseyGrahamSC: To Norway’s sovereign wealth fund –which is the largest in the world: Your decision to punish Caterpillar, an American…
$CAT
@BillAckman @BillAckman Aug 20, 2025 · 17:25 ET stock 1st mention
RT @marcuslemonis: Official statement regarding @BedBathBeyond We will not open retail stores in California. This isn’t about politics —…
$BYON
@BillAckman @BillAckman Aug 14, 2025 · 22:01 ET stock
@KobeissiLetter We have not bought any UNH. Please correct this post.
$UNH
@BillAckman @BillAckman Aug 14, 2025 · 22:00 ET stock
@cryptoshii We haven’t bought any UNH.
$UNH

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