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[Morning Watchlist]

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Dear Fellow Investor,

3 STOCKS BILLIONAIRE GURU INVESTORS HAVE BEEN BUYING RECENTLY

One of the simplest ways to generate new investment ideas is to
observe what elite investors are doing with real money, especially
when their positions appear in public regulatory filings. Each
quarter, many large investment firms disclose U.S. equity holdings in
Form 13F filings. Those disclosures can create a shortlist of
companies that sophisticated investors consider mispriced,
misunderstood, or positioned for a specific catalyst.

There is an important caveat: 13F data is backward-looking. Filings
can arrive weeks after quarter-end, and they typically do not reveal
short positions, hedges, or the “why” behind a trade. As a result,
mimicking billionaire portfolios blindly can be risky, use the
information as an idea generator, not a substitute for due diligence.

With that framing, here are three stocks that stand out for recent
billionaire-guru activity, based on publicly reported filings and
ownership trackers.

-------------------------

1) FIGURE TECHNOLOGY SOLUTIONS (SYM: FIGR)

WHAT IT IS: Figure Technology Solutions is a fintech company that
provides blockchain-based products and solutions supporting lending,
trading, and investing marketplaces. The company came public in 2025,
making it a newer name for most public-market investors. 

WHY IT’S ON THE “GURU RADAR” NOW: Recent filings indicate a NEW
POSITION in FIGR by CHASE COLEMAN (TIGER GLOBAL MANAGEMENT)—a
notable growth-focused investor. 

WHY A BILLIONAIRE MIGHT BE INTERESTED:

*
FRESHLY PUBLIC COMPANIES CAN BE INEFFICIENTLY PRICED. New IPOs often
go through an early period of volatility where the shareholder base
reshuffles and the market’s understanding of the business matures. 

*
FINTECH + INFRASTRUCTURE ANGLE. Figure’s positioning around
blockchain-based rails for financial activity may appeal to investors
looking for operating leverage if adoption scales.

KEY RISKS TO WEIGH BEFORE ACTING:

*
POST-IPO VOLATILITY AND LIMITED HISTORY AS A PUBLIC COMPANY. Newly
listed firms can move sharply on early earnings reports and guidance
updates.

*
CREDIT-CYCLE AND RATE SENSITIVITY. If core activity is exposed to
consumer credit or housing-linked lending, macro conditions matter.

*
REGULATORY AND MARKET SENTIMENT RISK. “Blockchain” can attract
both enthusiasm and skepticism; multiples can swing quickly.

WHAT TO WATCH NEXT (PRACTICAL CHECKLIST):

*
Quarterly disclosures: revenue mix, unit economics, and profitability
trajectory.

*
Any commentary on loan performance and underwriting standards (if
applicable).

*
Lockup-related dynamics and insider/sponsor selling behavior.

-------------------------

_Paradigm Press_

FORGET AMAZON’S 1997 IPO… THIS COULD BE 287 TIMES BIGGER
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Early investors who bought shares during Amazon’s 1997 IPO have had
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to take his internet satellite giant, called Starlink, public… in
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With an estimated value of more than $100 billion, that means
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Amazon’s 1997 IPO.

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than Microsoft’s IPO, and 177 times bigger than Nvidia’s IPO, to
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-------------------------

2) EASTERLY GOVERNMENT PROPERTIES (SYM: DEA)

WHAT IT IS: Easterly Government Properties is a REIT focused on
acquiring, developing, and managing Class A properties leased
primarily to U.S. Government agencies (often via the GSA). In plain
terms, it’s a specialized landlord with a tenant base tied to
“mission-critical” government functions. 

WHY IT’S ON THE “GURU RADAR” NOW: Ownership trackers show NEW
BUYS in recent filings from a striking trio:

*
PAUL TUDOR JONES (Tudor Investment)

*
STEVEN COHEN (Point72)

*
RENAISSANCE TECHNOLOGIES

WHY BILLIONAIRE INVESTORS MIGHT BE ATTRACTED:

*
TENANT QUALITY AND LEASE STRUCTURE. Government tenancy can mean
relatively stable occupancy and cash-flow visibility compared with
typical office landlords. 

*
POTENTIAL RATE SENSITIVITY TAILWIND. REIT valuations often respond to
interest-rate expectations; if rates stabilize or fall, yield-oriented
equities can re-rate.

*
A DIFFERENTIATED “OFFICE” EXPOSURE. While the office category has
faced broad headwinds, “leased-to-the-government” is a distinct
niche.

KEY RISKS TO WEIGH BEFORE ACTING:

*
STILL AN OFFICE REIT. Even with government tenants, the sector can
trade with a stigma in risk-off periods.

*
CONCENTRATION AND RENEWAL RISK. If a material share of revenue is tied
to a handful of agencies or properties, lease events matter.

*
BALANCE SHEET AND REFINANCING. Like most REITs, cost of capital and
maturities can materially affect outcomes.

WHAT TO WATCH NEXT (PRACTICAL CHECKLIST):

*
Funds from operations (FFO/AFFO) coverage of the dividend.

*
Lease rollover schedule and renewal commentary.

*
Debt maturity ladder and interest-rate exposure.

-------------------------

_Crypto 101_

THE CRASH DIDN'T KILL THIS CRYPTO. IT MADE IT STRONGER.
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The crypto crash we just went through? It was a stress test.

Projects with weak fundamentals got exposed. Overleveraged traders got
liquidated. Paper hands got shaken out at the worst possible moment.

But a few cryptos passed the test with flying colors.

I'm watching one right now that actually saw its on-chain metrics
IMPROVE during the carnage. 

More network activity. More active addresses. More real usage… while
prices collapsed around it.

That's not luck. That's underlying strength that the market hasn't
priced in yet.

Now that the selling pressure is finally lifting, this disconnect
won't last long.

Our track record speaks for itself… 

8,600% (OCEAN) 
3,500% (PRE) 
1,743% (ALBT)

SEE THE CRYPTO THAT EMERGED FROM THE CRASH STRONGER THAN EVER… GO
HERE NOW.
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The shakeout separated the pretenders from the contenders. I know
which side I'm betting on.

-------------------------

3) LIBERTY GLOBAL (SYM: LBTYA)

WHAT IT IS: Liberty Global is an international telecom and broadband
provider serving residential and business customers across multiple
European markets, offering broadband, video, and mobile services. 

WHY IT’S ON THE “GURU RADAR” NOW: Recent public reports and
ownership trackers indicate HOWARD MARKS’ OAKTREE CAPITAL increased
its position, adding shares in a reported filing period. 
Additionally, long-time value investor MARIO GABELLI (GAMCO) is a
meaningful holder, underscoring that the stock has remained in
“value circles” for years. 

WHY BILLIONAIRE INVESTORS MIGHT BE ATTRACTED:

*
CLASSIC VALUE FRAMEWORK: ASSET VALUE VS. MARKET VALUE. Telecom/cable
assets can be hard to value, and conglomerate structures can create
discounts that opportunistic investors try to close.

*
CORPORATE ACTIONS AND FINANCIAL ENGINEERING POTENTIAL. Liberty Global
has historically been active with portfolio moves, refinancing, and
structural changes—exactly the type of setup event-driven and
value-credit investors often like. 

*
DURABLE DEMAND FOR CONNECTIVITY. Broadband is increasingly
non-discretionary, even as competition rises.

KEY RISKS TO WEIGH BEFORE ACTING:

*
LEVERAGE AND REFINANCING RISK. Telecom models can carry meaningful
debt; the cost and availability of capital can dominate the equity
story.

*
COMPETITIVE INTENSITY. Pricing pressure and churn can offset network
investments.

*
FX AND COUNTRY-SPECIFIC REGULATION. International exposure adds
complexity U.S.-only investors may underestimate.

WHAT TO WATCH NEXT (PRACTICAL CHECKLIST):

*
Free cash flow and leverage trends (net debt metrics).

*
Any asset sale announcements and use-of-proceeds discipline.

*
Subscriber trends and ARPU (pricing power) indicators.

-------------------------

_Trading Tips_

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