Topic Archives: Pershing Square Tontine Holdings (PSTH)

I don’t know what’s going to happen to interest rates, taxes, GDP growth or the stock market, all of which are intertwined, but right now the sentiment expressed by the market seems still to be vaccine-driven optimism about economic recovery from the pandemic, which implies that the renewed push to speed up vaccinations will lead […]

Comments

  • I'm still trying to wrap my head around: I watched someone buy a $20 put on PSTH. So what does he get? If the redemption...

  • I think we posted at about the same time, but here's my detail on PSH from my comment earlier this morning: As of the ...

  • Trade Note: As cryptocurrency prices tumbled today, my position in Galaxy Digital (GLXY.TO, BRPHF) hit a stop loss (...

  • Can’t remember ever writing about a new stock and having the story change so dramatically before the next market open ...

  • Falls in the “fine” category for me. I own PSH, not PSTH, so the impact of the deal, if it goes through, seems to m...

  • Help from anyone, please. I'm not sure if this Pershing's acquisition (10% of UMG) should be viewed as "smash' , or "...

  • I own both PSTH and PSH (an older position) and believe there was much more going on with the PSTH than first appears. ...

  • I don’t know about 250% returns in a few years, that’s pretty ambitious... but it’s certainly possible that PSTH w...

  • Hello Travis, I own PSTH. I was debating it when I was deciding to buy based on your comparison of owning PSH vs PSTH...

  • bound to happen, dumpy dump.... If I held PSTH I would very unexcited...

  • And what’d ya know, I mention PSTH and news leaks moments later about their negotiations to take Universal Music Group...

  • Totally agree with this after I watched the weekly updates as well. Am strong hands as always, and this morning decided ...

  • Yes, but not because of PSTH. I think PSTH at $30 is absurd... if a SPAC trades at a premium, I'd much rather own the S...

  • Hi Travis, thanks once again for the objective and transparent Friday writeup. Wondering if you are still bullish on Per...

  • Apparently the Youth Pill UBX will give you gray hair as you watch its gyrations! BUY VNNHF and PSTH and make some R...

  • It would be a tough sell for Stripe or a really high profile company — the advantage is speed and control, you get to ...

  • Most SPACs have an early exercise clause like taht, though every SPAC is different. PSTH is very different than a typic...

  • Travis, my dumb question for the day, is it not automatic that a company can force one to exercise warrants if the under...

  • I’m no longer willing to trust Ackman completely at a big premium to NAV — he has changed in the years since he blew...

  • Heard rumors that stripe could be the psth unicorn. I have a position. Often time, rumors tend to be true ....

  • I read back in September that Ackman had approached both Stripe and Airbnb and been rebuffed by both, but haven't seen a...

  • FEAC is certainly the one they were hinting at, though they reportedly recommended several to initial subscribers. PSTH...

  • Hey @Travis I'd received the same email from Abeyta's SPAC promo, touting PSTH. But I'd read your analysis on the very ...

  • Yep, Bill Ackman was on the call so no surprise at all that they touted PSTH. That's the largest SPAC pool ever raised,...

  • I just got this in an email: Dear Reader, Here's the free giveaway from last night: Pershing Square Tontine Holdings ...

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