PSTH Stock News Bill Ackman 🦄 Find The Prettiest Unicorn Of Them All Yet SPACs

요약 보기

결론: 영상은 PSTH(퍼싱스퀘어 테크놀로지 SPAC) 인수 후보로 스트라이프(Stripe)를 지목하며, 해당 SPAC 주가 상승 기대감을 부각하는 내용이다. [SPAC 기관 보유 현황] 영상은 PSTH에 대형 기관(웰스파고, 구겐하임, T.로우프라이스 등)의 보유가 거의 없다고 주장하며, 최근 소규모 기관 매수(SMH캐피털 약 2만 주, 레이먼드제임스 6.5만 주, 페리스코프캐피털 37만 주)를 근거로 제시한다. [빌 애크먼 발언 해석] 애크먼이 중소기업 회복 전망에 대해 언급한 발언과 잭키 리스 리트윗 등을 엮어, 트럼프 지지층과 반대 진영 간 갈등 맥락을 설명한다. [인수 후보 기업 목록] 출연자는 애크먼이 검토할 만한 비상장 유니콘으로 스트라이프, 에어비앤비, 칙필레, 퍼블릭스, 에픽게임즈, 인스타카트, 도어대시 등을 나열한다. 로빈후드·Chime·팬다익스프레스·인앤아웃 등은 규모가 작아 부적합하다고 평가한다. [스트라이프 관련 근거] 웰스파고가 스트라이프와 7년간 파트너십을 맺었다는 점, 스트라이프 ODFI 역할, 플레이드 연계 등을 근거로 웰스파고 보유가 내부 정보 신호일 수 있다는 외부 분석을 소개한다. [촉매 및 일정] 퍼싱스퀘어 홀딩스 3분기 투자자 콜이 11월 19일 예정되어 있으며, 애크먼이 PSTH 관련 업데이트를 줄 가능성을 언급한다. [리스크 및 조건] 스트라이프가 상장 준비가 되지 않았다는 과거 애크먼 발언은 두 달 전 기준이며, 최근 인력 채용으로 준비가 진행 중이라는 반론도 함께 제시한다. 특정 기업 인수 확정 여부는 불확실하다. [출연자 전망] 스트라이프가 PSTH 인수 대상일 것이라는 기대를 드러내나, 확정적 표현은 피하고 '가능성' 수준으로 제시한다.

다듬은 글

※ 자동 자막 원문(다듬기 전)

01. ff donation we're going to take a look at bill ackman's backman psth ticker psth the unicorn main hair color update we've got a couple different colors coming in here we want to talk about it the big boys are they buying psth that's women we've been kind of looking that up lately like how a lot of spacks there's been no big boy buyers at all in fact they just don't even exist they're not buying anything except for this one maybe top 10 owners of purging square tauntain holdings limited take a look at this guggenheim partners investments has only got how many shares 22 million shares 11 about a half billion dollars how about wells fargo capital management 220 million dollars worth when was the last time anyone has seen wells fargo on a spec before loi 2 can anyone name one i tried finding something they're not in any of the top boys i looked at like church hill a bunch of other big ones wells fargo ain't nowhere why are they in this one locust wood viktor mahogany alberta investments they're in they show up a lot we see them quite a bit how about top 10 mutual fund holdings for purging square tauntan holdings t rowe price y'all heard of them got 87 million 87 million worth putting in multi-cap y'all heard of them got all here on the website if you want to take a look and dive a little bit deeper largest quantity institutional transactions wells fargo bank in a private banking 150 000 quite down here look how much they own compared to locus verde alberta 9.6 million this shares wells fargo at the bar wells fargo at the bottom here you see that kind of a lot more than the rest right we have some recent buys recent buys four days ago smh capital advisors about 20 000 shares that's quite a bit that gives them an ownership of 1.2 how about the same day 11-4 raymond james and associates they bought 65 000 shares and owned 4 of the stock at a 1.5 million valuations it just keeps going here how about periscope capital on 11-2 so six days ago they bought 370 000 shares valued at 8.39 million 23 percent pretty unbelievable if you ask me it just keeps going we've got we've got all these down here pandemic favors the biggest big says wall street legend mr bill ackman this is an older article but i'm going to tie a bunch of stuff together here wall street legend bill ackman says make cap stocks such as starbucks will come out of the march cerveza with a big bigger moat any market dominance like never before and no election outcome will make a difference to plight of wreckage to small businesses this i can't agree on mr ackman small businesses medium businesses gone a lot of big business aaron bb airbnb not looking too good miss jackie reeses remember my videos i've talked about her quite a bit she's the chick that was in square and was like oh i'm i'm not going to work at square anymore because i want to go to aspen with my family that's what they always say right people never admit it's because of money or drama it's because they could get sued maybe that's one of the reasons they don't want to tarnish a company and move forward but there's always money involved she retweeted what mr bill ackman wrote when he said yesterday there comes a time he wrote this mr donald trump he said there comes a time in the battle when one should fold the tent instead focus on your accomplishments over the last four years think about your legacy and what's been best for the country concede graciously and call for unity from all who have supported you jackie reeses said hey what he said she's agreeing you know this is uh i think this is kind of a negative statement right i understand what he's saying but it's just not a nice thing to say it's kind of like rubbing in the face what i'm getting at is we gotta we gotta know this stuff right they're obviously uh anti-trumpers that's just something to pay attention to we're gonna tie that together also mr elton john y'all who knew mr elton john is he told billy idol billy joel i'm sorry billy joel you all knew billy joel is he told billy joel once he said i think billy joel should have done at least a couple more albums billy joel's response was i think elton did a couple too many if it's not stripe though who is it right i mean we're all thinking that psth is going to be striped but if it's not who could it be a good friend of mine ray charles guy is super smart he said as far as potential targets here is a list that i came up with thus far and obviously some are very unlikely and some i don't really want number one strike two bloomberg probably not gonna happen starlink maybe it might be okay airbnb now they remember these they came out blatantly like yeah spax want us to to go use them but we're not gonna do it we don't need them we're gonna go bankrupt on our own how about chick-fil-a man if someone can tap into chick-fil-a i don't i don't know that it would be ackman that could do it anyone think why publix better not be he's i hope it's not public i hope it's not either epic games i think epic games could be cool instacart slash doordash that one would do well chime likely no and too small robin hood likely no and too small can you believe that robin hood would be too small for a spec unbelievable time we're in ripple likely known too small jab holding companies possibly panda express still up in the air about valuation i would say that panda express just talked about my head thinking it's probably too small i don't i don't see the the money there uh in and out not too sure on valuation boy i don't know that might be too small to you know as well known as this brand is in and out burger they don't have nationwide a worldwide dominance at all they stay in only certain sections and they're very selective where they're at you know they're not on every corner it helps them some but you know they're just i don't think they have the valuation i just don't see it revolt transferwise klarna european fintech combination would be a decent one there are definitely more this is just off the top of my head he said and fyi the reason i said likely no for those towards the end is because i see no chance in those companies selling 25 to 50 percent to go public like coinbase i could see doing five to seven point five percent of their business selling for 400 to 500 million as an example but what he's was getting at is bill ackman's murse is too big so if he were to take robin hood in he would end up owning like forty percent of fifty percent of robin hood and what he's getting at is he doesn't think and i don't think either brought this up that places like robin hood are gonna give up anything more than maybe 12 percent of their business so it means his murse is just a little bit too big regardless what i want to paint the picture of is that stripe isn't the only golden unicorn out there you know there's a couple these would still be pretty darn cool and stripe technically isn't a cool stock right it's just payment money it's gonna be super profitable awesome but i think a lot of these will be cool as long as it's not uh he doesn't just pivot and get like chuck e cheese or directv what do you think any upcoming catalyst coming up purging square holdings limited announces third quarter 2020 investor call this is bill spacman's holding fund this isn't the spac but it's another date to pay attention to it'll hold us third quarter investor conference on the 19th of november so we got about 10 days during the call ceo bill ackman and other members of the pershing square investment team will provide an update on the portfolio and address questions emailed and advanced to by investors might be a little hint or two maybe by some of the questions that maybe we can plug at them so come to my website here click on that you can email them some questions maybe we can get a little bit of info we'll have to find out maybe they will release this information on psth couple days before that way in the conference call they can be like and the spec we just completed was stripe is going so well right they need to be able to pitch it the more they can hype themself up through it synergy yolo capital on twitter this guy if you haven't followed him do it he's like the bill ackman master of knowledge yeah check him out got his links here he said all right if paul graham deleted the tweet he posted two weeks ago 30 minutes after i retweeted it today calling him out for the venture capitalists congratulating themselves and humble bragging i know way too well within the community i don't know what to tell you guys this was huge tell from psth paul graham came out said i'm sick i'm just going to say it risk it all and call it right now the feeling of deja vu is too strong stripe is the next google this guy's got ties with us all right he's up in stripe by market cap although when they've sufficiently big they're sufficiently big they will automatically be called evil just as google is okay well yeah but that's you know when people delete stuff you know people are guilty run people are guilty on twitter delete more stripe connections said patrick my conversation with this chick on growth investments winner take all businesses hardware versus software international opportunities this is like a um you know like a podcast that happened yolo said hey i'm thinking 99 it's strike 1 bloomberg the podcast was 60 minutes 20 minutes into it they were talking about stripes so she's involved and she was kind of hype and stripe loki hype and stripe in this remember the whole democratic republic thing we were talking about earlier well john collison one of the founding brother dudes for stripe been liking let's call it like making fun of trump quotes on twitter so i'm sure he is someone who doesn't like trump boys like to hang out with boys who like the same things right boys and girls like the same things just how it is yellow capital management also said this is what wells fargo owns but i'm sure their wealth management division is talking it up to their clients wells fargo has had extensive partnerships with stripe for over seven years the 222 million 13.13 f filing is such a tell once the political shenanigans are sorted out it's game time so wells fargo we were talking about earlier they've been using stripe for seven years i've been using stripe for many years not through wells fargo but other businesses and i didn't know it i looked it up the other day stripes uh one of those low-key big monsters this dude re-run a talking stocks follow him here's a link here wells fargo is there odfi could be insider knowledge that lead us to buy take a look here and see financial institutions or fis are the heart of the ach workflow functioning as mediators of the network they receive the ach files from an ach provider and transfer them to the proper clearings houses and batches at the end of every day depending on whether whatever route they go the stats of transaction or notify customers transaction made in the account stripe uses wells fargo as its odfi and customers are reached by their own bank when the ach transaction is processed on the other side plaid connects with users blanks to re retrieve and authenticate their information to make sure the operations are actually authorized to be performed against customers bank accounts there you go there's more connections right there for wells fargo who's buying the heck out of them but in this video i don't know if you've seen it a month or two ago bill said straight up no it didn't said that it's not going to be stripe so people been saying no that's not what he said what he actually said stripe is not ready to go public so two months ago stripe was not ready to go public so it means he's confirmed talk to them about it number two they're just not ready two months ago that was two months ago administer stripe has been hiring tons of people needed for specific public requirements they weren't ready because they didn't have these people in place now they've been hiring those people it may not be stripe but saying they are not ready means nothing i agree they can be ready in a few months like right now so they've been hiring like crazy striped ass if it's stripe what i want to know is is everyone going to wear guyliner for a week just a low key celebrat