Bill Ackman (mentioned)

Alphabet had its worst day since 2004 as search growth slowed to 12% — Equity Mates

15 moments: a leaked memo that has one host ready to sell Sea Limited, why Eli Lilly is now a GLP-1 stock, and the 5% sizing rule from David Gardner's…

Nov 9 • Scuttlebutt

Uber trades at 16x earnings while growing profits 25% a year, says T&T Capital's CIO

11 takeaways: why Bill Ackman's Howard Hughes is copying Berkshire, how Assured Guaranty sits near its cheapest outside 2008 and COVID, and why Tesla's…

Nov 8 • Scuttlebutt

Norway's wealth fund CEO: shareholder rights have deteriorated sharply in many countries

9 insights: what his former boss John Armitage taught him, why there would be no AKO Capital without him, and why AI may be arbitraging away excess…

Oct 10 • Scuttlebutt

Marlton LLC founder: the private credit boom is over and no new money is flowing in

16 takeaways: why he is buying public BDCs at 60 to 65 cents on the dollar, why BDC mergers will come at NAV or above, and why Pershing Square earns a…

Sep 28 • Scuttlebutt

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