Follow the Pundits

Tag: investing

Cartoon of hedge fund managers conducting a biotech orchestra, with Madrigal Pharmaceuticals (MDGL) rocket blasting off.

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 🎶.

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Illustration of a movie theater marquee reading “Paramount Comeback?” with popcorn, stock charts, and streaming icons (like a play button and Wi-Fi signal), symbolizing the battle between traditional media and digital disruption.

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. 🍿🎥

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Infographic on Bausch Health (BHC) featuring John Paulson’s insider buy, stock chart, and pharma recovery symbols with a contrarian twist.

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?

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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.

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Globe with stock tickers (MELI, NVDA, AMZN, NFLX, SPOT, SHOP, META, CPNG, MSFT, NU, PDD, DASH), Edinburgh castle in the background, and a confident figure holding a stock portfolio.

🎯 Baillie Gifford: The Smartest Hedge Fund on Earth (And Maybe Beyond?)

Baillie Gifford’s billion-dollar portfolio features giants like MercadoLibre, Amazon, and Nvidia—plus some bold international plays. From fintech to e-commerce, see how this legendary British hedge fund stays ahead of the curve.

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