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Tag: value stocks
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.
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?
If Madison Square Garden Entertainment Keeps John Rogers Entertained, Maybe You Should Grab a Seat Too
MSGE isn’t just concerts and Christmas Spectaculars—it’s quietly profitable, backed by top funds, and has the attention of Ariel Investments’ John Rogers. But is the show just starting—or already halfway through?