Monitoring John Paulson’s Paulson & Firm Portfolio – Q2 2025 Replace


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Centered on analyzing 13F stories & constructing instruments to assist DIY buyers generate absolute returns by exploiting inefficiency, volatility, and momentum. Uneven Bets Focus. Broader commentary for DIY buyers at Substack: https://diyabsolutereturns.substack.com/ . Try my new ebook Demystifying Bitcoin – Paving the Solution to World Digital Cash: https://t.co/edXb1Hbihu

Analyst’s Disclosure:I/we’ve got a helpful lengthy place within the shares of GOOGL, NG, FNMA, FMCC both by inventory possession, choices, or different derivatives. I wrote this text myself, and it expresses my very own opinions. I’m not receiving compensation for it (apart from from In search of Alpha). I’ve no enterprise relationship with any firm whose inventory is talked about on this article.

I’m lengthy Fannie/Freddie pfds.

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