Friday File: Pershing Square’s New Fund, Growth Stocks, and a Buy

by Travis Johnson, Stock Gumshoe | July 12, 2024 4:55 pm

Checking up on the growth side of the portfolio as we wade into earnings season... plus thoughts on Ackman's new (and old) fund, and a new high-risk, high-growth investment for the Real Money Portfolio...

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Source URL: https://www.stockgumshoe.com/2024/07/friday-file-pershing-squares-new-fund-growth-stocks-and-a-buy/


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  • Member
    πŸ‘ 4
    goleta44
    July 12, 2024 6:08 pm
    Years ago, via your hard work and detailed comments I BOT PSHZF and have pretty much forgotten about it until today. Checking in I found I'm up 85% and am smiling....Thank You Jock Begg
    1. Member
      πŸ‘ 22298
      July 12, 2024 6:42 pm
      Glad to hear it!
  • Member
    πŸ‘ 29
    quincy adams
    July 12, 2024 10:23 pm
    I have to admit that I was skeptical about Toast (TOST) at the beginning, considering they are in a crowded field, but I've noticed that every place I've dined out with family this year was using it. This includes the gamut from popular chains to long-established family restaurants. The staff and the customers (including me) seem quite happy with it. I wouldn't worry too much about the failing businesses dinging the profits, but I do wonder when there won't be a minus sign in front of them.
  • Member
    πŸ‘ 341
    texasranger
    July 14, 2024 11:49 am
    Goosehead is trying to cut expenses while waiting for the second year renewals to begin. People are leaving but they put a hiring freeze in place...
  • Member
    πŸ‘ 493
    timcoahran
    July 15, 2024 8:23 am
    You mentioned of Ackman, 'his patrician mien and tendency to opine on Twitter turn me off a bit (that’s personal, and not necessarily fair).' He said something a couple years ago which did that to me, too. I don't even remember exactly what, but something about Black folks and dis-ing Juneteenth.I had always been bidding a little too low for PSHZF shares, and pulled my bid for a while at that time. Never did have a buy execute.
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