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HEDGE FUND FLOW Hedge funds pile back into Japan stocks, add shorts on South Korea, Morgan Stanley says reuters.com/business/media…
reuters.com
HEDGE FLOW Hedge funds pile back into Japan stocks, add shorts on South Korea, Morgan Stanley says
Global hedge funds ramped up risk appetite and added exposure to Japanese equities ahead of the Nikkei's surge to an all-time high as tariff worries eased, while stepping up short positions in South...
Nothing Lindsey Graham says will ever mean anything. The hypocrisy is breathtaking.
For my Chinese speaking followers, my latest column in @caixin is out now [CHINESE, PAYWALL]: opinion.caixin.com/2025-02-18/102…
$PRVB is an example is that not everything is technical, price action was pretty weak but fundamentally nothing changed for that company, Cash position was good, Trials were on track, lead drug approved with big market potential, partnership with big pharma etc $PRVB
I sold $PRVB awhile ago because it was doing nothing, ouch!
We added $CXW last week to the long side, big beneficiary of rolling off of Title 42
If $12/share “significantly undervalues” $PGRE, then why are they using shareholder capital to buy assets at $8.30/share? If they cant answer that question (hint: there is no good answer), then they shouldn’t be at the helm.
Have we learned nothing about “regime change?” My generation has seen enough of it.
President Biden recognizing that Putin cannot remain in power.. Thank you, Mr. President
Wednesday will mark a month since $PGRE's train wreck earnings call, and Friday will mark a month since it received an unsolicited bid @ $12/share. Fwiw, I think probability rising something gets done here, but idk, maybe an update? Something? While we're young...
Hey @PGRE, you guys ok over there? Everything good? It’s been a month basically since the offer…
I am guessing that $PGRE is engaging w/ Monarch in some form given the crickets / extended duration versus the last go-around with Bow Street
I have done my homework on the legal team representing the plaintiff in the $INVH case. My understanding is that the lead attorney “is one of the top legal minds in the country” with “a very high batting avg,” and “only takes credible cases he thinks will improve that average.”
I guess $PGRE forgot it has an offer on the table?
Been 8 days since $PGRE received its offer, still crickets. In the past imho selling small shares of buildings has functioned effectively as an entrenchment mechanism by increasing complexity.
On $RADI call, currently has pro forma ~$880 million of cash on the balance sheet and still targeting $400+ million of acquisitions this year. So they have about 2 years of capacity available.
The only Q that needs to be asked on this $PGRE call is "why are you guys buying assets right now?" You turned down a deal a year and a half ago, and didnt run a process, bc the stock was materially below "value" (the stock is currently trading at the low-end of that offer range)
I went back and listened to the $PGRE call again. someone please explain to me how rightfully preserving capital during covid and before refinancing 1301, then coming out of that and deploying towards ANY asset purchase is a sound capital allocation decision. It’s just not.
Monarch just bid $12 for best idea long $PGRE
From headline of the press release where $PGRE rejected a 9.50 to 10 offer: Proposal Significantly Undervalues Paramount, is Inadequate and Not in the Best Interest of Stockholders. So now at 9.50 a year and a half later you’re buying assets? Please explain…
$IMMX LOOKS like the squeeze might be happening into the close, I'll be watching Monday lol
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