PJT PJT Partners Inc. Loading... : Investor Sentiment and Bull/Bear Views
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Top Calls
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Price change since each call, adjusted for long/short direction. Results calculated:
Feed
Time
Author
Thesis
Company / ticker
Signal
Since call
Position
Source
16:43
Mar 18
Mar 18
Monetary Matters
Short boutique M&A banks
He is short boutique M&A banks such as Evercore, Lazard, PJT Partners, and Houlihan Lokey. Their core M&A advisory business depends on volumes and CEO/executive confidence, and he expects a recession in executive confidence; restructuring may help, but rich valuations leave little room if core M&A does not grow.
PJT
PJT Partners Inc.
Short
1ST
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17:02
Mar 11
Mar 11
Bloomberg Markets
M and A activity should increase because the world is speeding up. CEOs, boards of directors need to adapt... Scale matters increasingly. You need to onshore increasingly. Independent advisory firms will benefit from a massive secular tailwind as corporations are forced to restructure, vertically integrate, and onshore supply chains to survive. Furthermore, boutique firms using AI to enhance senior banker productivity will expand margins without needing to bloat their junior headcounts. LONG independent investment banks positioned to capture the inevitable return to high-volume, complex corporate dealmaking. Short-term geopolitical shocks and market volatility could delay the M&A pipeline, pushing revenue realization further into the future.
PJT
PJT Partners Inc.
Long
1ST
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About PJT Investor Commentary
Across the available history and selected sources, Buzzberg tracks PJT (PJT Partners Inc.) across 4 sources: 1 bullish vs 1 bearish calls from 4 authors. Historical directional balance: 0% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 6 total trade ideas tracked. Past 7 days, before deduplication: 1 other directions. Latest voices: Rupert Mitchell, Paul Taubman.