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:

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  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. 

  
  


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  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:

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  Post-IPO volatility and limited history as a public company. Newly listed firms can move sharply on early earnings reports and guidance updates.

  
  


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  Credit-cycle and rate sensitivity. If core activity is exposed to consumer credit or housing-linked lending, macro conditions matter.

  
  


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  Regulatory and market sentiment risk. “Blockchain” can attract both enthusiasm and skepticism; multiples can swing quickly.

  
  

What to watch next (practical checklist):

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

  
  


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

  
  


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  Lockup-related dynamics and insider/sponsor selling behavior.

  
  

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:

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  Paul Tudor Jones (Tudor Investment)

  
  


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  Steven Cohen (Point72)

  
  


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  Renaissance Technologies

  
  

Why billionaire investors might be attracted:

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  Tenant quality and lease structure. Government tenancy can mean relatively stable occupancy and cash-flow visibility compared with typical office landlords. 

  
  


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  Potential rate sensitivity tailwind. REIT valuations often respond to interest-rate expectations; if rates stabilize or fall, yield-oriented equities can re-rate.

  
  


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  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:

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  Still an office REIT. Even with government tenants, the sector can trade with a stigma in risk-off periods.

  
  


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  Concentration and renewal risk. If a material share of revenue is tied to a handful of agencies or properties, lease events matter.

  
  


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  Balance sheet and refinancing. Like most REITs, cost of capital and maturities can materially affect outcomes.

  
  

What to watch next (practical checklist):

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

  
  


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  Lease rollover schedule and renewal commentary.

  
  


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  Debt maturity ladder and interest-rate exposure.

  
  

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:

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  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.

  
  


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  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. 

  
  


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  Durable demand for connectivity. Broadband is increasingly non-discretionary, even as competition rises.

  
  

Key risks to weigh before acting:

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  Leverage and refinancing risk. Telecom models can carry meaningful debt; the cost and availability of capital can dominate the equity story.

  
  


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  Competitive intensity. Pricing pressure and churn can offset network investments.

  
  


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  FX and country-specific regulation. International exposure adds complexity U.S.-only investors may underestimate.

  
  

What to watch next (practical checklist):

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

  
  


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

  
  


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  Subscriber trends and ARPU (pricing power) indicators.