Bill Ackman: Here’s Why There’s No Buyers For Stocks

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Bill Ackman recently tweeted a thread explaining why there’s no buyers for stocks. Here’s an excerpt from the thread: Ackman: Inflation is out of control. Inflation expectations are getting out of control. Markets are imploding because investors are not confident that the federal reserve will stop inflation. If the Fed … Read More

Bill Ackman Top 10 Holdings – Q4 2021, Buys CP

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One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Bill Ackman: Lessons In Asymmetric Hedging

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In his recent letter to investors regarding his purchase of 3.1 million shares in Netflix, Bill Ackman provided some lessons in asymmetric hedging. Here’s an excerpt from the letter: In order to fund our purchase of Netflix, beginning on Friday and over the last few days, we unwound the substantial … Read More

Bill Ackman Top 10 Holdings (Q2 2021)

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One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Bill Ackman’s Top 10 Holdings (Q1 2021)

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One of the best resources for investors are the publicly available 13F-HR documents that each fund is required to submit to the SEC. These documents allow investors to track their favorite superinvestors, their fund’s current holdings, plus their new buys and sold out positions. We spend a lot of time … Read More

Bill Ackman: Creating Our Own Berkshire Hathaway

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In his latest interview with the Fifth Avenue Synagogue, Bill Ackman discusses how he’s structured Pershing Square to be the same as Berkshire Hathaway. Here’s an excerpt from the interview: Ackman: One of the great advantages that Warren Buffett has is he manages a public company. Doesn’t have to worry … Read More

Bill Ackman: You Get The Shareholders You Deserve

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During his recent interview with Jamie Heller at the WSJ D.Live Conference, Bill Ackman discussed a number of topics including why companies get the shareholders they deserve. Here’s an excerpt from the interview: Ackman: You get the shareholders you deserve. If you have earnings guidance you’re going to have analysts … Read More

Bill Ackman: PSH Is Not A Conglomerate Like Berkshire

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In his latest 2020 Pershing Square Holdings Annual Report, Bill Ackman stresses PSH is not a conglomerate like Berkshire Hathaway. Here’s an excerpt from the letter: In this year’s Berkshire Hathaway annual letter, Warren Buffett writes about the “terrible reputation” that has been “earned” by conglomerates. He explains that this … Read More

Bill Ackman: My Key Takeaway From 17 Years Of Investing

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In his recent interview with Stephen Fraidin at the Cadwalader Fifth Annual Finance Forum, Bill Ackman discussed a number of topics including his key takeaway from seventeen years of investing. Here’s an excerpt from the interview: Fraidan: We’ve now talked about a huge success, but you’ve often said that success … Read More