Tom Juric

[Tom Juric @tom_juric]

@Shorlan4 Point is their excuse for inaction was rate sensitivity. Rates surged to 7%+ anyway while F2 stay trapped. If macro forces were pushing rates up regardless, any marginal impact from an exit process would've been noise. We got higher rates and zero progress.

[Tom Juric @tom_juric]

Funny how Bessent et al claimed we couldn't exit $FNMA and $FMCC conservatorship because it might "impact mortgage spreads and drive up rates." Fast forward to now, and mortgage rates hit 7% anyway without them even touching Fannie or Freddie. Absolute incompetence.

[Tom Juric @tom_juric]

I view "we must pace the frontier" in a binary way. Either they know AGI is here (and is scary), or the (financial) music is slowing down/almost stopping, so they must "pace the frontier" to soften the "landing" before the collapse. But nobody will stop China/open source.

[Tom Juric @tom_juric]

@FatheadFreddy @pulte @BillAckman @realDonaldTrump Did you see some new video to get to that conclusion, or? On what do you base your thoughts? Just curious

[Tom Juric @tom_juric]

@ArturoJayPua @PaulSourour Not exactly what Paul said in original post, but Ackman himself here said PSUS deployed its capital into existing positions, including F2: https://t.co/ZUx7xRc9HN

[Bill Ackman @BillAckman]

An update on Pershing Square USA, Ltd. $PSUS:

Since its IPO on April 29th, PSUS has deployed nearly 85% of its capital in 12 companies including Amazon, Microsoft, UBER, Meta, Brookfield, Restaurant Brands, Fannie Mae and Freddie Mac at prices we believe to be extremely attractive.

The PSUS portfolio, along with the other Pershing Square funds, also includes four new companies, which we will disclose at the time of our second quarter report.

As a result of our investment activity over the last six weeks, we believe the PSUS portfolio is now invested in a number of the highest quality durable growth companies in the world, which are trading near their all-time lowest valuations.

Furthermore, as of this moment, PSUS is trading at a ~20% discount to the net asset value (NAV) of its underlying holdings so a buyer of the stock at today’s price is acquiring the current portfolio at a double discount. We believe the PSUS discount to NAV has emerged due to short-term technical factors related to the IPO that should moderate over time.

Pershing Square management and affiliates are all-in, having acquired more than ten million shares or $500+ million of PSUS in the IPO and in the market thereafter.

In summary, we believe PSUS and its portfolio holdings represent an extremely attractive bargain at today’s share price and we have put our money where our mouth is.

[Tom Juric @tom_juric]

@deividfleims @michaeljburry "We have lost two of the oldest legacy shareholders last month" -> who are you referring to here?

[Tom Juric @tom_juric]

@eduardomenoni This is the best video I saw in a very long time.

[Tom Juric @tom_juric]

@peterschweizer They are malicious. They just hate their fellow men.

[Tom Juric @tom_juric]

@World_21m Weren't things "imminent" for months for you and people you are talking to? From cheerleading "imminent", you now went to calling for the stock to decrease further. Give us a break mate.

[Tom Juric @tom_juric]

@decentlydarren @Mr_Derivatives It's much more complex than that due to conservatorship (SPS and government warrants). There is no way they will trade at such a price, even if SPS and warrants are sorted out in a super bullish scenario for common shares.

[Tom Juric @tom_juric]

@Mr_Derivatives Didn't know you were long on F2 mate (if you are). Good to have you onboard. Such a binary trade, but could be a tenbagger even from here.

[Tom Juric @tom_juric]

@eronimania If everyone is only long (and a lot of money on margin), we will have bubble after bubble. Banning one side of the argument never works. Short selling must remain. And I say that as a person who rarely shorts stocks.

[Tom Juric @tom_juric]

@deanwball Geohot said a long time ago that there's a possibility NVIDIA gets nationalized. He isn't wrong.

[Matt Shumer @mattshumer_]

https://t.co/ivXRKXJvQg

[Tom Juric @tom_juric]

@adamkillam @BillAckman This. Gov. is never held accountable for spending. That’s why spending always goes up. In France it’s 57.3% of GDP. For me, it’s root cause of all economic and social issues. If state spending is left unchecked, state will cease to exist. Sad that DOGE couldn’t cut all the fat.

[Tom Juric @tom_juric]

@Mr_Derivatives I'm happy! Decided to close my calls and keeping my shares.

[Tom Juric @tom_juric]

@Mr_Derivatives I now just have to make a decision what do I do with my Jan16'26 700 calls, I expect those will be up ~100% on market open

[Tom Juric @tom_juric]

@CroFriedman Fyi, skoro 70% svih zaposlenih ima plaću manju od prosjeka. Prosječna plaća u javnom sektoru je cca 500 eura veća nego u privatnom koji ga financira (istraživanje EIZG s kraja prošle godine). Zanimljivo je da o tome nitko ne piše. Osinjak koji se ne smije dodirnuti?

[Tom Juric @tom_juric]

@Liberal_HR Koje gluposti. Mozemo li uvesti Zakon da iz javnog sektora odleti dobrih 100k ljudi koji su visak? Ili Zakon da iz Sabora odleti pola zastupnika koji su visak? Strasno kakve ideje padaju na pamet “desnicarima”. Nema ekonomske desnice u RH.

[Tom Juric @tom_juric]

@Mr_Derivatives I hope he mentions something positive about FNMA lol