VALUE: After Hours (S07 E19): Rudy Havenstein – The Fed’s Real Priorities and Bailouts

Johnny HopkinsRudy Havenstein, Value Investing PodcastLeave a Comment

During their recent episode, Taylor, Carlisle, and Rudy Havenstein discussed The Fed’s Real Priorities and Bailouts. Here’s an excerpt from the episode: Rudy: So, you don’t think they were calling Powell and telling him, you need to bail out Citadel? You need to make sure that Magellan’s funds don’t go … Read More

Bill Ackman on Investing, Harvard, and Lessons from Valeant

Johnny HopkinsBill AckmanLeave a Comment

In a revealing interview with Forbes, billionaire investor Bill Ackman shared his investment philosophy, career-defining challenges, and surprising views on higher education. Ackman’s approach centers on identifying “super durable companies” with irreplicable advantages. “The value of a financial asset is the present value of the cash it generates over its … Read More

Bill Ackman’s Modern-Day Berkshire Ambition

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At the Milken Conference, Pershing Square’s Bill Ackman sat down with Yahoo Finance to discuss what he calls a “very significant change in strategic direction”: a $900 million investment in Howard Hughes Corporation. But this wasn’t just another deal—it’s the culmination of a long-term vision that draws clear inspiration from … Read More

Bill Ackman: Building A Modern Day Berkshire Hathaway

Johnny HopkinsBerkshire Hathaway, Bill Ackman, Howard Hughes CorporationLeave a Comment

Howard Hughes Corporation has long been an outlier in Bill Ackman’s portfolio. Unlike his usual large-cap investments, HHC is an undervalued real estate business with long-term potential that public markets have struggled to appreciate. But for Ackman, this company isn’t just another real estate play—it’s the foundation of a much … Read More

Bill Ackman – Top 10 Holdings – Latest 13F

Johnny HopkinsBill AckmanLeave a Comment

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: How Index Funds Create Opportunities for Long-Term Investors

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In his Pershing Square 2024 Interim Report, Bill Ackman highlights the increasing dominance of index funds, which act as permanent owners, in stock market capitalization. This shift amplifies the influence of short-term, highly leveraged investors, such as market-neutral and quantitative funds, on price discovery. These investors often use margin, derivatives, … Read More

Bill Ackman – Top 10 Holdings – Latest 13F

Johnny HopkinsBill AckmanLeave a Comment

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 – Top 10 Holdings – Latest 13F

Johnny HopkinsBill AckmanLeave a Comment

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: From Penny Stock to $31: An Unconventional Turnaround Strategy

Johnny HopkinsBill AckmanLeave a Comment

In this interview with Lex Fridman, Bill Ackman describes his experience turning around General Growth Properties through bankruptcy. He emphasizes the importance of independent analysis and learning the basics over relying solely on conventional wisdom and expertise. He highlights the positive outcome for all stakeholders involved and credits his success … Read More