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Tag: value investing
Rapid7 (RPD): Slow Growth, But Jana Sees Value & Institutions Are All In
Rapid7 (RPD) just caught hedge fund JANA Partners’ eye with a $15M insider buy. Institutions are piling in, but growth remains slow. Is this a value gem in cybersecurity or just another trap? We break it down with humor, icons, and insights.
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?
Apple Remains Warren Buffett’s Top Stock — Should You Still Bite?
Buffett’s got $60 billion riding on Apple. Services are booming. iPhone addiction remains. But is it still worth your bite — or should you wait for a sweeter dip? 🍏🤔
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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🚗💼 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.
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.