Follow the Pundits

Tag: best hedge funds

Illustration of an elephant symbolizing Berkshire Hathaway sitting on cash with a younger successor nearby, representing a defensive 2025 portfolio and leadership transition.

Berkshire Hathaway's 2025 Scorecard: Defensive Portfolio, Slightly Underwhelming Performance — But a Historic Transition

Berkshire played defense in 2025: record cash, cautious positioning, and the end of an era as Warren Buffett stepped aside. Solid, sober, and very Berkshire.

Read entire article

Digital illustration of John Paulson standing atop a golden minecart loaded with gold bars and antimony atoms, surrounded by pine trees and American flags. Idaho mountains rise in the background. Caption: “Paulson’s Gold Rush?”

John Paulson Is Loading Up on Perpetua Resources. Should You?

John Paulson knows a good discount when he sees one—and he just grabbed another $100M worth of Perpetua Resources (PPTA). But what is this gold-and-antimony play really about? From Idaho mines to strategic minerals and a wink at squirrel invasions, we break it all down.

Read entire article

Follow the Money—Ackman Style

🚗💼 Bill Ackman’s Pershing Square: Betting Big, Driving Hertz, and Not Crashing the Portfolio

Bill Ackman’s Pershing Square has made headlines again—this time for a turbo-charged bet on Hertz that’s now doubled in value. But this isn’t a one-hit wonder. From fast food giants to activist showdowns, Ackman’s concentrated strategy, sharp risk management, and occasional billion-dollar “oopsies” make him one of Wall Street’s most compelling players.

Read entire article