Follow the Pundits

Tag: stock market

A cartoonish illustration of a power station being inspected by a cheerful investor (Daniel Loeb-inspired), surrounded by electric pylons, a rising PCG stock chart, a fire extinguisher labeled “Risk Mitigated,” and a glowing light bulb..

Daniel Loeb Still Thinks PG&E Stands for Purchase, Grab & Enjoy

PG&E has gone from fiery headlines to financial footing—and Daniel Loeb’s Third Point is all-in. With 14% of his portfolio riding on PCG, a growing customer base, and wildfire risks contained (for now), is this survivor stock worth a second look?

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Tags: California Utilities, Daniel Loeb, Daniel Loeb PG&E, DIrector Buying, Director Insider Buying, Earnings Recap, Electric Grid, ESG & Energy, Finance Humor, Funanc1al, Funanc1al Contrarian Plays, Funanc1al Edge, Funanc1al for Investors, Funanc1al Investing, Funanc1al Turnaround Plays, Funanc1alEdge, Funanc1alInvesting, Insider Buys, PCG Stock, PG&E, Stock Market, Third Point, Utility Stocks, Value Investing, Wall Street
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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Tags: Amazon, Baillie Gifford, Coupang, hedge funds, High Growth Stocks, International Stocks, investing, MercadoLibre, Meta, Netflix, Nvidia, Shopify, stock market, Tesla
A visually engaging collage featuring stock tickers BABA, BIDU, JD, PDD, HCA, MOH, EL, VF, OSCR, and MAGN, alongside the words

The Big Short’s Big Bets: What’s Michael Burry Betting On Now?

Michael Burry’s Bold Bets: From China to Skincare
Michael Burry, the man who famously predicted the 2008 subprime mortgage crisis, is still making waves in the market. His latest portfolio mix includes a surprising blend of Chinese tech, healthcare giants, and even beauty brands like Estée Lauder. Should you follow his lead or just enjoy the show? Either way, tracking Burry's moves is always part of the fun—and sometimes, the profit.

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Tags: Chinese stocks, consumer stocks, contrarian investing, healthcare stocks, hedge funds, insider trading, investing strategy, Michael Burry, portfolio analysis, Scion Capital, short selling, stock market, The Big Short, value investing