Bill Ackman
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- Bill Ackman: Compounding, Hedging, and Quality Over EverythingAs someone who’s read hundreds of shareholder letters over the years, I can confidently say Bill Ackman writes some of the best. His 2020 annual letter for Pershing Square Holdi…
- Bill Ackman: When to Buy the Best Businesses (At the Right Price)Bill Ackman’s investment philosophy comes down to a simple but powerful idea: find great businesses when they’re going through tough times, buy them at a discount, and help them…
- Bill Ackman: These Top 7 Positions Make Up 83.36% Of His Portfolio (Analysis)Bill Ackman’s top 7 positions make up 83.36% of his current portfolio, with a strong concentration in Brookfield Corp (BN), which alone accounts for 15.89%. Below is an in-depth…
Bill Ackman: Building A Modern Day Berkshire HathawayHoward 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 …
Bill Ackman: There Will Always Be A Place For Fundamental InvestingDuring this interview with the New York Times, Bill Ackman discusses the value of joining startups for business school graduates, citing it as the best time in history to gain p…
Bill Ackman: There’s One Strategy for Sustained High Investment ReturnsIn this interview with Reuters, Bill Ackman explains why he prefers concentrated investing, emphasizing the value of owning 10 to 11 exceptional investments instead of diversify…
Bill Ackman: How Ignoring My Own Rules Nearly Destroyed My FirmDuring this interview with Lex Friedman, Bill Ackman recounts borrowing $300 million from JP Morgan during a financial crisis in his firm to buy stock in his public company, pre…
Bill Ackman – Top 10 Holdings – Latest 13FOne 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 the…
Bill Ackman: How Index Funds Create Opportunities for Long-Term InvestorsIn 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 s…
Bill Ackman – Top 10 Holdings – Latest 13FOne 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 the…
Bill Ackman: Value Investing: Lessons from Warren Buffett and Michael PorterIn this fireside chat at USB, Bill Ackman discusses the value of understanding the predictable nature of businesses, akin to bonds with varying coupons and no fixed maturity, em…
Bill Ackman – Top 10 Holdings – Latest 13FOne 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 the…
Bill Ackman: From Penny Stock to $31: An Unconventional Turnaround StrategyIn this interview with Lex Fridman, Bill Ackman describes his experience turning around General Growth Properties through bankruptcy. He emphasizes the importance of independent…
Bill Ackman: Invest with Peace of Mind: Strategies for Emotional ResilienceIn this interview with Lex Fridman, Bill Ackman explains that knowledge and confidence in investing take time. Accept that volatility is natural and learn to develop a “callouse…
Bill Ackman: Successful Investing Requires A Private Equity Mindset in Public MarketsDuring his recent interview with David Rubenstein, Bill Ackman explained why successful investing requires a private equity mindset in public markets. Here’s an excerpt from the…
Bill Ackman: Investors Should Focus On A Small Number Of High-Conviction InvestmentsIn this interview at Delivering Alpha, Bill Ackman explains why he typically owns a small number of stocks but holds large positions in each one. This allows his fund to focus o…
Bill Ackman: Warren Buffett Has Been My ‘Unofficial’ Mentor For Many YearsDuring this interview with CNBC, Bill Ackman explained why Warren Buffett has been his ‘unofficial’ mentor for many years, saying that the ability to take a long-term view in in…
Bill Ackman: The Simple Formula For Investing in Great BusinessesIn this interview with Julia La Roche, Bill Ackman discusses his simple formula for investing in great businesses. Here’s an excerpt from the interview: We had an investment str…