Follow the Pundits
Tag: Follow the Pundits
Elliott’s 2025 Paradox: Why the Parachute Cost Them the Party
While Wall Street partied through an AI-fueled bull market, Elliott Management showed up wearing a parachute. The result was underperformance — by design. Here’s why Paul Singer’s 2025 wasn’t a failure, but a strategic bet on what comes next.
Citadel’s 2025 Scorecard: No Fireworks, Just Relentless Discipline
Citadel delivered another disciplined year in 2025 — not flashy, but formidable. Here’s what Ken Griffin’s fortress is really doing, and what it means for investors.
Fundamental Research–Driven Fund Voss Capital Buys PAR Technology: Time to Shop?
PAR Technology is shifting from legacy hardware to a unified restaurant SaaS platform. After Voss Capital’s $7.1M buy, massive institutional ownership, and heavy short interest, the setup looks like an inflection-point story—high upside if execution clicks, sharp downside if it doesn’t.
Insiders Are Buying Under Armour: Strong Suit or Skip the Knight-Mare?
Under Armour trades over 90% below its all-time high—but insiders are buying aggressively. Is this a rare turnaround opportunity or a classic value trap? Let’s break it down.
Kenvue Director Jeff Smith of Starboard Value Buys Shares of KVUE; He Must Love Kimberly-Clark. Should You?
A $111 million insider buy. Nearly 100% institutional ownership. A blockbuster merger with Kimberly-Clark. Kenvue suddenly looks boring… in a very interesting way.
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?
Bill Ackman’s Pershing Square Still Hearts Brookfield (BN)
Bill Ackman still loves Brookfield, his top Pershing Square bet—now up 39%! But at nearly $68 per share, has the value vanished? We dig into insider buying, institutional interest, financial highlights, and whether this former bargain is still a buy. 💼📈
Can Robinhood Steal the Show and Make All Richer? Renaissance Answers Yes!
Robinhood is no longer just a meme darling—it’s a fintech juggernaut turning heads at Renaissance Technologies. With revenue surging 50% and net income up 114%, it might be stealing more than hearts. Is HOOD still a buy? Dive into the numbers, institutional backing, and a few emoji-laced insights. 🏹💸