PCG Remains Daniel Loeb’s Top Pick. Could “PCG” Stand for Purchase, Cashflow, Grow?
Third Point made PCG its top holding. Undergrounding miles are stacking, rates are easing, and management guides 9%+ EPS growth into 2030. We break down the upside, the wildfire risk, and the rerating math—Fun + Smart style.
No Wonder John W. Rogers Jr.’s Ariel Investments Likes the Stock: Generac May Generate… Profits
Generac isn’t just “the generator company” anymore. With AI/data-center tailwinds, smarter homes, and better margins, GNRC could keep compounding.
Institutions & Hedge Funds Are Buying and The Stock Is on a Tear. Will Robinhood (HOOD) Keep Stealing the Show?
Robinhood isn’t just stealing trades — it’s stealing headlines. With institutions buying, hedge funds betting, and analysts raising targets, HOOD is on a tear. But can the show go on? 🎟️🔥
OpenAI Likes Etsy. Renaissance, Elliott, and AQR Do Too. Should You?
Etsy’s stock soared after OpenAI’s “Buy it in ChatGPT” debut—plus Wall Street whales are piling in. Here’s why Etsy might be a handmade bargain with AI sparkle.
Activist Hedge Fun: Engine Capital Takes 3% Stake in Acadia Healthcare (ACHC). Buy the Dip—or Value Trap?
Activist Engine Capital wants a board shake-up at Acadia Healthcare (ACHC). With shares down 71% but activist pressure building, is it a deep value play—or just a value trap?
Will Billionaire Investor Ron Baron's Investment in Figs, Inc. (FIGS) Finally Bear Fruit?
Billionaire investor Ron Baron is doubling down on Figs, Inc. (FIGS) 🧵—the scrubs brand he calls the “Lululemon of healthcare.” With 94% institutional ownership, growing global expansion, and strong financials, could FIGS finally bear fruit 🍇? Or will competition and lofty valuation trip it up? Here’s the breakdown—fun, funny, and icon-filled.
Bill Ackman Still Holds Nearly 10% of Restaurant Brands International — Should You Join the Feast?
Bill Ackman hasn’t lost his appetite for Restaurant Brands International. He still owns nearly 10% of QSR — home of Burger King, Tim Hortons, Popeyes, and Firehouse Subs. Should investors join the activist investor at the table?
Michael Burry of Scion Asset Management Sees Regeneron Pharmaceuticals Regenerate. Should You Buy In Too?
Michael Burry of The Big Short fame just made Regeneron his second-largest bet. Institutions agree. Is this biotech giant ready to regenerate portfolios?
Finance of America Companies (FOA): When Leon Cooperman Bets, Do You Fetch?
Leon Cooperman doubled down on Finance of America (FOA), betting big on its reverse mortgage growth story. Profits are back, institutions are circling, and the stock trades at just 3.7x earnings. Is this the start of a Rocky-style comeback — or another value trap waiting to snap shut?
Biotech Hedge Fund Extraordinaire Baker Bros. Advisors LP Adds To Its Stake in Madrigal Pharmaceuticals (MDGL): Should You Buy?
When the Baker Bros. — biotech’s most famous hedge fund — start scooping up more shares of Madrigal Pharma (MDGL), you know something’s cooking. With Rezdiffra sales booming, losses shrinking, and Wall Street titans circling, the tune of this Madrigal might be worth humming 🎶.