pACMan Investments @pACManInvsmts
Just having Fun-No Advice. Houston, TX Joined July 2017-
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$FOUR is getting way too cheap. Trading at 4X 2026 EBITDA while they are growing revs and EBITDA at 30%+ per year. Their debt has gone up but they have used it to make smart, accretive acquisitions. I expect this one will be much higher in a couple of years. (I do have a…
This is why I was buying $PGY today.
$PGY - Benchmark came out with a note after the market close today Reiterating Their $48 Price Target. "While $UPST grapples with credit normalization and the consequences of an expanded approval funnel, $PGY continues to execute on a disciplined, fee-based model. As such, we…
$PGY - Benchmark reiterates their PT $48🚀. Benchmark's Palmer writes, sell off creates opportunity in Pagaya @spacanpanman
$PGY has now declined 35.4% in just 10 days from it's 52 week high of $44.99. This is a huge correction in a short timeframe on news that's more specific to $UPST and $UPST's management/underwriting team. see @mountaingoatcap's snapshots of pagaya's track record below.
$PGY has now declined 35.4% in just 10 days from it's 52 week high of $44.99. This is a huge correction in a short timeframe on news that's more specific to $UPST and $UPST's management/underwriting team. see @mountaingoatcap's snapshots of pagaya's track record below.
One of the best cameos on ‘The Simpsons’ of all time. 😂
Benchmark reiterates its Buy rating and $48 Price Target on $PGY 🟢 “We believe the selloff in $PGY shares represents an opportunity for investors who understand the structural distinctions (from $UPST).”
$PGY - Dan Niles is smart. Don't fight the Fed when they are "spiking the punch bowl". The markets are headed higher.
After falling 8% yesterday, $PGY continues to dump today following BTIG's note on $UPST. From my perspective, there's no reason to believe $PGY's business is being affected by current market conditions. Looks like an overreaction to me, but time will tell.
BOND has invested $5B in tech They released a 340 slide 'AI Trends' report Below are the 11 most important slides:
Days to reach 1M users: Ford Model T (1908): ~2,500 days TiVo (1999): ~1,680 days iPhone (2007): 74 days ChatGPT (2022): 5 days
bye week vibes 🧘
Calling Baton Rouge! ☎️ @OleMissFB What a weekend, take me back! Hotty Toddy ❤️💙
$PGY - A lot of reason from great banks, including Ally which is a partner with Pagaya, that the consumer is in good shape. The Upstart news is either specific to them or just noise.
$PGY - A lot of reason from great banks, including Ally which is a partner with Pagaya, that the consumer is in good shape. The Upstart news is either specific to them or just noise.
Jaxson Dart is a MANIAC & I love it
NEW: On3 College Football Week 6 Heisman Poll🏆 Do you agree? 🤔 on3.com/news/on3-heism…
OUR NATION IS ON ISLAND TIME THIS WEEK
$PGY: I added down here as I think this is an Upstart specific issue. Pagaya mgmt stated on the Q2 call and subsequent investment conferences as recent as 9/11 that they have and continue to take a very conservative approach to underwriting risk.
$PGY: I added down here as I think this is an Upstart specific issue. Pagaya mgmt stated on the Q2 call and subsequent investment conferences as recent as 9/11 that they have and continue to take a very conservative approach to underwriting risk.

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