Investors / stance tracking
What Paul Singer is saying
Founder, Elliott Management
6 dated public stances tracked since 2016-09-07, most recently 2025-02-26. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Paul Singer's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Paul Singer is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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6
tracked stances
6
themes
0
side flips
2025-02-26
last heard
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| AI-RELATED EQUITIES | 1 | 1 bearish | 2025-02-26 | |
| BROAD EQUITIES / RISK ASSETS | 1 | 1 bearish | 2025-02-26 | |
| C | 1 | 1 bullish | 2016-09-07 | |
| CTXS | 1 | 1 bullish | 2016-10-31 | |
| KS | 1 | 1 bullish | 2016-10-31 | |
| PASSIVE/INDEX INVESTING (ETFS, INDEX FUNDS) | 1 | 1 bearish | 2016-10-31 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-02-26
BROAD EQUITIES / RISK ASSETS
bearish
Paul Singer · video
Decade of ZIRP followed by pandemic-era deficits running at 6% of US GDP, combined with rising leverage and crowded risk-taking, have pushed valuations to levels Singer calls 'just about as risky as I've ever seen,' with investors conditioned to expect…
“just about as risky as I've ever seen”
Paul Singer | Podcast | In Good Company | Norges Bank Investment Management
2025-02-26
AI-RELATED EQUITIES
bearish
Paul Singer · video
AI valuations are 'way over its skis' because practical value delivered to users is far below what current market prices imply, making the sector a candidate for a significant re-rating
“this AI is way over its skis in terms of practical value being brought to users”
Paul Singer | Podcast | In Good Company | Norges Bank Investment Management
2016-10-31
KS
bullish
Paul Singer · video
Samsung Electronics is underleveraged relative to global standards with excess balance sheet liquidity, an unbalanced board lacking tech experts, and no US listing — structural fixes could unlock significant value for a company with ~60% foreign ownership.
“tremendous platform with tremendous value”
Paul Singer on Elliott Management Corporation
2016-10-31
PASSIVE/INDEX INVESTING (ETFS, INDEX FUNDS)
bearish
Paul Singer · video
As passive strategies capture an increasing share of capital, the fallacy of composition means fewer investors are doing price-discovery work, widening value-price disparities and creating greater opportunity for active and activist investors to outperform.
“the lower the proportion of capital managed by people actually doing the work, the greater the disparities between value and price”
Paul Singer on Elliott Management Corporation
2016-10-31
CTXS
bullish
Paul Singer · video
Citrix has a tremendously sticky core virtualization product but destroyed value through a pattern of ill-chosen M&A; Elliott pushed for CEO replacement and board changes to unlock that value, with early signs of revenue recovery in the core product.
“we think it's a tremendous platform but poor corporate strategy”
Paul Singer on Elliott Management Corporation
2016-09-07
C
bullish
Paul Singer · video
The Cheil/Samsung C&T merger is structured unfairly—combining an overvalued Cheil with undervalued C&T—depriving C&T shareholders of value on both legs; the merger should be voted down in favor of a proper restructuring
“shareholders get the short end of the stick sort of both ways”
Paul Singer Interview August 2015 - 7 Sep 16 | Finance-Get.com
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