marginofdanger on X
Pershing Square trades near 50 times estimated earnings, with $21 billion of fee-paying AUM against a $13 billion equity value and potential post-lockup selling pressure.
Friday, May 1
Friday, May 1, 2026
Everything we published on this day.
5 stories
mavix on X
April 2026 portfolio update lists holdings including Centrotec, Evolution, Secunet, Leatt, Toyokumo, Biorem, Circle, Lindbergh, Shelly Group and ErreDue.
Laughing Water Capital on X
@JoesAutopen yes - it is on Carr. The same Carr who has surely seen the real world testing that $NN has done, and still submitted a draft NPRM. Is it your belief that the real world data was negative, and Carr chose to purposefully put his head on the chopping block?
Zillow Group INC
Zillow is pitched as a long with a $72 target, implying 58% upside from trough earnings and a trough valuation multiple.
Pepgen INC
PEPGen (PEPG) was bought at $1.40 in February 2025 and sold in the mid-$3s the next business day.
