Dumb Signal has archived 13,107 posts
from Bill Ackman (@BillAckman) and classified
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The lawyers have been a bit slow so my apologies to Howard Hughes Holdings $HHH shareholders and employees for the delay. But thanks to @X, I don’t need the lawyers to distribute our proposal letter.
Here you go:
https://t.co/8CNvYMdo7L
I welcome your feedback.
$HHH
For those who follow, work for, and/or own stock in Howard Hughes Holdings $HHH, and/or are simply interested in investments and the capital markets, I encourage you to watch out for our amended HHH Schedule 13D that we will file with the @SECGov at 6am Eastern, tomorrow morning.
$HHH
For those attending our Spaces next week on Fannie and Freddie $FNMA $FMCC, please send us your questions in advance and we will answer them during the presentation. Thereafter, we will have open Q&A for questions that we did not get in advance.
Please reply to this post with
$FNMA$FMCC
A must watch for Fannie Freddie followers.
Craig Phillips, just hired by Freddie to handle ‘regulatory and conservatorship affairs,’ on how the government has been more than fully repaid on its investment in the senior preferred. https://t.co/rVekjfRpYm
↗ Quoting @usnavycmdr
$FNMA$FMCC
RT @DavidABurstein: Fannie Mae $FNMA and Freddie Mack $FMCC are getting privatized. In my opinion, the rubicon has been crossed and this is…
$FNMA$FMCC
RT @DoNotLose: HUGE!
Freddie Mac just hired the guy who put together the Trump recap and release plan:
https://t.co/CioK78I65o
context:
ht…
$FMCC
RT @SwipeWright: Ken Hale, a retired Cal Fire battalion chief who was chief investigator for Nevada County v. PG&E, explained in a 2019 art…
$PCG
RT @drewcapitalmgt: $FNMA In his last term, President Donald Trump was trying to release Fannie and Freddie from conservatorship. “My Admi…
$FNMA$FMCC
RT @JoshRosner: Ending the conservatorships of Fannie Mae & Freddie Mac will provide an opportunity for @DOGE to reduce non-core staffing a…
$FNMA$FMCC
RT @compound248: Punches not pulled.
U.S. Steel CEO goes for the jugular. $X
$X
The process for an exit from conservatorship begins:
Treasury Department and Federal Housing Finance Agency Amend Preferred Stock Purchase Agreements for Fannie Mae and Freddie Mac | U.S. Department of the Treasury https://t.co/6CFUWCtmcU
$FNMA$FMCC
RT @mayemusk: It’s January 1, 2025, and many media outlets are already making misleading headlines about @Tesla and @cybertruck without doi…
$TSLA
@JeffFlinn_ Freddie has grown its guarantee book faster than Fannie so its growth in capital due to earnings has not kept pace (as has Fannie’s) with its outstanding guarantees. As such, it will need to raise more capital than Fannie to meet the 2.5% of outstanding guarantees capital
$FMCC$FNMA
@finmarkets3 Coupang
$CPNG
@kitten_dumpster @KatKanada_TM It made my day to read this. We sold because we needed the money to meet redemptions from our investors. We bought back our stake in CP once we recovered. We have enormous respect for what you have accomplished over the last decade.
$CP
@BillAckman
Dec 13, 2024 · 11:38 ET
stock
1st mention
trade
position
@nicosintichakis To clarify, my short for the contest is $IEP. We don’t short stocks at Pershing Square.
$IEP
| return | 1D | 1W | 1M | 1Y | now |
| $IEPshort |
+2.0% | +5.6% | +8.8% | +4.9% | -8.8% |
Xavier Becerra who is the current HHS Secretary has been a large supporter of Herbalife, the multilevel marketing (aka pyramid scheme) supplement provider. In exchange for his support, Herbalife has historically been one of Becerra’s top three donors.
Funny how no one questioned Becerra’s bonafides for the job when he was appointed.
↗ Quoting @MarioNawfal
$HLF
@BillAckman
Nov 08, 2024 · 09:13 ET
stock
trade
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I am going to seek approval from the board of Pershing Square Holdings— in which I and my family own 23% of the shares—to eliminate its listing on the @euronext Amsterdam exchange.
The board had been considering the move because our second listing on the @LSEplc now represents
$PSH
| return | 1D | 1W | 1M | 1Y | now |
| $PSHlong |
-0.0% | -0.4% | +0.1% | +6.3% | +9.1% |
RT @greg_price11: Donald Trump has been the President-Elect for not even two days:
- Steve Madden is halting manufacturing in China by hal…
$SHOO
@SquawkCNBC To be clear, I don’t think @realDonaldTrump is going to cause harm to Google. All businesses will benefit if the @Trump team is able to help accelerate the growth of the country.
$GOOGL
And then society and our government pay the healthcare costs due to increased obesity, diabetes, cancer and more. I never understood why the plaintiff bar has never brought suit against @CocaCola and @pepsi for misleading advertising and consumer harm to children and adults. https://t.co/uJKuEcOQWO
↗ Quoting @austin_rief
$KO$PEP
Come to think of it, I am going to alert the @SEC directly about @Disney, @ABC and their misleading response to the whistleblower’s accusations about the presidential debate.
$DIS
.@ABC and @RobertIger should directly address the specific accusations of the whistleblower, and Iger/Disney should launch a full investigation.
Not surprisingly, there has been no denial from the two ABC moderators. Just silence.
In the past, when we did activist short selling, the subject company would issue a carefully written press release or management would make a statement to misdirect shareholders in response to the issues we had identified.
ABC’s response here is reminiscent of Herbalife’s statements which attempted to rebut our accusations. And take a look that stock.
@Disney is subject to @SECGov oversight. The reputation of ABC is material to the value of Disney. As such, the company must address the specific allegations made by the whistleblower, and cannot mislead the market by issuing a statement which purports to address the issues identified, but does not.
↗ Quoting
$DIS$HLF
There is a non-business reason why @KKR_Co is splitting with Mathias Doepfner/Axel Springer. I know the reason. I have not yet decided whether to share it.
Axel Springer reportedly near deal with KKR to split up | Fortune https://t.co/xX0QLLrNyk
$KKR
Pershing Square USA, Ltd. Withdraws IPO
New York, July 31, 2024 //- Pershing Square USA, Ltd. (“PSUS” or the “Company”), today announced that it is withdrawing its previously announced Initial Public Offering (the “IPO”) of common shares of beneficial interest. Bill Ackman,
$PSUS