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.
RT @T_Castelluccio: Fannie Freddie Summary:
Trump: "I am working on TAKING THESE AMAZING COMPANIES PUBLIC".. "keep Implicit Guarantee"
Let…
$FNMA$FMCC
It is almost always the case that the higher the stock price, the greater the risk to shareholders.
Fannie Mae and Freddie Mac (F2) are rare examples of the phenomenon that the more their stock prices rise, the lower the risk of investing in F2, and the greater their intrinsic
$FNMA$FMCC
RT @bleedblue18: $FNMA $FMCC Today Scott Bessent spoke on privatization of Fannie Mae and Freddie Mac.
I have complete confidence that Pr…
$FNMA$FMCC
@SanFranAnt @Hertz They have a lot of work to do. I have been a Hertz customer my entire life. We met with management recently and were impressed but it will take time for them to get it right.
$HTZ
@jefffeldman Fannie and Freddie already have enough capital such that they can withstand another GFC without government support. Post conservatorship, they will continue to have a government backstop in the form of the preferred stock purchase agreements for an additional $445 billion of
$FNMA$FMCC
On NGOs and Herbalife. Worth reading the entire thread. https://t.co/0bUhApvLv6
↗ Quoting @lukerosiak
$HLF
@BillAckman
May 15, 2025 · 22:22 ET
stock
1st mention
trade
Our 13F reflects our sale of @Nike common stock, but does not reflect our purchase of over-the-counter call options in a similar notional amount. In our letter, we previously explained the reasons for the switch.
$NKE
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $NKEshort |
-1.1% | +1.7% | +2.4% | +31.2% | +40.7% |
RT @unusual_whales: BREAKING: UnitedHealth is under criminal investigation by the Justice Department for possible Medicare fraud
$UNH
We (@PershingSquare) have received questions from @UMG shareholders in light of my resignation from the board (for time management reasons due to my new role as Executive Chair of @HowardHughesHQ) as to whether our registration rights are still in effect that would cause UMG to
$UMG
On February 4th, I wrote a post on @X in which I said that:
“I would not be surprised to find that [United Healthcare’s] profitability is massively overstated due to its denial of medically necessary procedures and patient care,” and I encouraged the @SECGov to investigate the company.
The company then attacked me and accused me of market manipulation. At the time the stock was trading in excess of $500 per share.
Now that the facts are in, it is entirely clear that the rot is deep at UNH.
As I have previously explained, we have never had a position long, short or otherwise in UNH.
↗ Quoting @BillAckman
$UNH
RT @DoNotLose: Pulte wants the GSEs OUT from conservatorship! HE WANTS TOBE THE ONE TO GET THEM OUT! $FNMA #FANNIEGATE https://t.co/n0iwhX4…
$FNMA
@AGHP77 @HowardHughesHQ This is an $900m incremental investment from the Pershing Square management company. We have not changed our ownership of the funds.
$HHH
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $HHHlong |
+2.3% | +1.3% | -1.8% | -5.9% | +5.3% |
@BillAckman
May 08, 2025 · 22:26 ET
stock
trade
position
@GlobalMarkie @HowardHughesHQ We are making and allocating the entire Pershing Square investment and other teams to HHH. Conventional employee compensation does not work in this case so we negotiated a fee on the increase in market cap of 1.5% above inflation.
$HHH
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $HHHlong |
+2.3% | +1.3% | -1.8% | -5.9% | +5.3% |
We will be hosting a Town Hall discussion and Q&A for @HowardHughesHQ $HHH tomorrow at 11:05am EST after the company’s 10am EST earnings call about our plan to transform HHH into a diversified holding company. I encourage you to attend.
https://t.co/bwM4LSlL3G
$HHH
RT @DavidOReillyHH: An exciting new chapter for $HHH has begun. Today, we announced that @BillAckman & Pershing Square has invested $900 mi…
$HHH
RT @HowardHughesHQ: Today we announced that @PershingSquare has invested $900M in Howard Hughes Holdings (HHH). This investment will enable…
$HHH
I will be on @CNBC at 8:30am EST to discuss the transformation of @HowardHughesHQ into a diversified holding company.
https://t.co/kYIbW0m8Uu
$HHH
@BillAckman
May 02, 2025 · 10:02 ET
stock
trade
position
My short was $IEP Icahn Enterprises. https://t.co/DdM6fZH85k
↗ Quoting @schwalbtrader
$IEP
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $IEPshort |
+0.8% | +2.0% | +2.0% | -17.7% | -8.5% |
I spoke to Elliott Hill, CEO of @Nike who apologized for the gaffe. Nike is in the midst of a turnaround which makes mistakes more likely to occur with talent turning over etc.
Elliott is the right choice to fix the company, and he clearly has a lot of work to do. I am confident he will get it done.
↗ Quoting @billackman
$NKE
@BillAckman
Apr 17, 2025 · 15:45 ET
stock
1st mention
trade
position
We began accumulating shares in @Hertz late last year, and as of today, we have a 19.8% stake in the company comprised of outright share ownership and total return swaps.
Hertz can be thought of as an operating company combined with a highly leveraged portfolio of automobiles.
$HTZ
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $HTZlong |
-5.0% | +5.0% | -19.2% | -9.8% | -79.8% |
Maybe I should go back to shorting stocks $UNH! https://t.co/BX3WtYzRJi
↗ Quoting @billackman
$UNH
| return | 1D | 1W | 1M | 1Y | now |
|---|
| $UNHshort |
+6.3% | +6.6% | +35.7% | +26.5% | +15.9% |
RT @PressSec: THE TRUMP EFFECT: "Abbott Laboratories will make new investments in US manufacturing, with the impact of tariffs on medical d…
$ABT
RT @MarioNawfal: 🇺🇸 HONDA SHIFTS GEARS: 90% OF U.S. CARS TO BE MADE IN AMERICA
Honda is moving CR-V and HR-V production from Canada and Me…
$HMC
RT @SaraEisen: It begins….
Walmart pulls operating income guidance…
In a news release, the discounter said it wants to “maintain flexibil…
$WMT
@oguzerkan All of these arguments are supportive of @Uber. You should buy some.
$UBER
