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Tag: Funanc1al Investing
Amazon Is ValueAct Holdings’ Top Holding. Should You Buy?
ValueAct didn’t nibble—Amazon is its top holding. Under the hood: AWS growth, retail media margins, and AI making robots, delivery, and dev tools smarter. Not cheap—but quality compounding can justify the tag. Read our Quick Take, risks box, and how to buy dips with a cool head.
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.
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.
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.
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?
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?
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 $100M worth of Perpetua Resources (PPTA). But what is this gold-and-antimony play really about? From Idaho mines to strategic minerals and a wink at squirrel invasions, we break it all down.
Bausch Health: Paulson Doubles Down, Stock Breaks Out, Recovery Accelerates
Bausch Health ($BHC) is back in the spotlight as legendary investor John Paulson adds millions more in shares, fueling a breakout rally. With Q2 earnings showing revenue growth, profit rebound, and debt repayment plans, could BHC be staging its long-awaited comeback?