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Tag: Funanc1al
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.
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?
Bill Ackman’s Pershing Square Still Noshes on Restaurant Brands International (QSR). Should You?
Restaurant Brands International ($QSR) is cooking up dividends, international growth, and a massive Burger King reset. Bill Ackman’s Pershing Square still owns a super-sized stake—should you follow suit, or wait for a dip before ordering?
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. 💼📈
Cathie Wood’s Ark Bought More Teradyne (TER)… Should You?
Cathie Wood is doubling down on Teradyne, a robotics and semiconductor test powerhouse with a $1B buyback plan and big AI dreams. Should investors follow? Our fun, fact-filled breakdown has you covered.
GAMCO Investors Is Full of Winners — Except Paramount (PARA): Why This One Dud Might Finally Shine
Is Paramount Global a value trap—or a future media giant in disguise? Streaming growth, big-name backers like GAMCO and Vanguard, and Apple buyout rumors make this drama worth watching. 🍿🎥
ACADIA Pharmaceuticals: Biotech Powerhouse Baker Bros Still Believes. Should You Buy In?
Biotech heavyweight Baker Bros still owns over 25% of ACADIA Pharmaceuticals (ACAD), and the stock is heating up. With expanding revenue, a rich CNS pipeline, and smart money backing it, is this the comeback story investors have been waiting for?
Lionsgate Studios: Insiders Are Buying. Should the Stock Get the Lion's Share of Your Portfolio?
🦁 Liberty 77 Capital, led by ex-Treasury Secretary Steven Mnuchin, bought over 8 million shares of Lionsgate Studios (NYSE: LION). Revenues are up, insiders are bullish, and the studio is freshly split from Starz. Is it showtime—or a risky sequel?