Tag Archive

Here’s a great interview with Bill Ackman on Virtual Live with André Esteves in which he discusses a number of issues including how his investment criteria on potential investments has reversed over the last 20-30 years. Here’s an excerpt from the interview: Our biggest focus is around what I call business quality … Read More

During this interview at the Saïd Business School, University of Oxford Bill Ackman was asked who he thought was the best investor of all time and why. Here’s his response: I hate to be boring on this, I do think Buffett is the greatest investor and the reason why I … Read More

In this recent interview with David Rubenstein on Bloomberg Bill Ackman discussed the mistakes he made circa 2015/2016 which saw a significant drop off in his performance and how he turned it around. Here’s an excerpt from the interview: Q. So let’s talk about for a moment some of the … Read More

In this presentation by Bill Ackman he discusses the reasons behind his failed investment in JC Penny. He also makes the point that successful investing involves making mistakes saying: A I said at the beginning, experiences, making mistakes, and learning from mistakes. Unfortunately as students you haven’t made many mistakes … Read More

In his latest earnings call on Wednesday Bill Ackman discussed the reasons why Pershing Square is selling its stake in Berkshire Hathaway. Here’s an excerpt from the call: Bill Ackman With that when why don’t we talk about Berkshire? And Ryan, why don’t you update our investors on investment in … Read More

Here’s a great interview with Bill Ackman on The Knowledge Project Podcast speaking about a number of really interesting topics including lessons he learned from Warren Buffett, saying: Question: What are some of the lessons that you’ve learned over the years from Warren Buffett and Charlie Munger? Ackman: So a … Read More

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 has just released his 2019 Annual Report in which he reported that during the year ended December 31, 2019, PSH’s NAV increased 58.1%, ending the year at $26.94 per share. Over the same period, the S&P 500 increased 31.5%. He also recommended that investors ignore price-earnings multiples in … Read More

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

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