Thoughts on Tesla, Green Mountain, Delia's and more from the Value Investing Congress "pre conference" talks
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Pre-Congress Seminar — Longs and Shorts
“The Biggest Stock Story of the Year — it all ‘goes down’ in 85 days!”
Just when I thought my Monday morning might be a big gloomy, with the clouds rolling in for a day of humid thunderstorms, here comes a ray of sunshine to brighten my outlook: The Foolies have a new ad out! Yay! This one’s for their flagship Stock Advisor newsletter, the one that pits bros Tom […]
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Ackman said some kind of racial slurs stuff a cpl years back. I don't remember the details, but it certainly qualified a...
I agree, the risk management was atrocious in 2015 when he was gaga about "platform" companies and swallowed the hook fo...
Thanks Travis.Would be interested in knowing the LP returns (IRR) after fees if you have access.I know that the ...
Certainly the Valeant era (error) was a massive black eye for Ackman, but his longer-term LPs have generally beaten the ...
Yes, definitely icky.Ackman is infamous for making himself a billionaire while his LP’s return have around a 0%...
On Pershing Square, what expense/fee structure do investors pay to icky Bill Ackman and his firm? Thanks....
Whitney pretty consistently says that Berkshire Hathaway is his favorite retirement stock, and a company everyone ought ...
Ackman has been quite visible for 15 years or so, and Pershing Square has beaten the market over that time fram...
Wildly different strategies, but here's what I think: Icahn has more of an opportunity to do something big and splashy,...
Travis, very interesting article as usual. Re. Ackman and Icahn, if you were deciding between the 2 of them now, which ...
I read the article cited by Armin on April 5. (https://scorpioncapital.s3.us-east-2.amazonaws.com/reports/DNA1.pdf) If ...
So unless my research has failed me, I do believe there are a handful of asset managers who have significantly outperfor...
If PSTH goes through to the deadline next summer and the shares are redeemed at $20, the warrants will expire worthless....
I agree, there's very little risk of permanent. loss below $20. I just don't see a lot of upside potential, mostly bec...
SPACs have some flexibility, they can buy more than one company but it generally happens in one event (ie, DraftKings wa...
Thanks Travis....excellent analysis and thoughtful as always....I'm keeping my PSHZF for now, and seeing about re-enteri...
Falls in the “fine” category for me. I own PSH, not PSTH, so the impact of the deal, if it goes through, seems to m...
Fannie Mae is a bet on politics, I’ve long been skeptical — though lots of smart people disagree with me.I think...
Hi Travis, thanks once again for the objective and transparent Friday writeup. Wondering if you are still bullish on Per...
Thanks... I bought Starbucks in July of 2018 and sold my Starbucks shares in October of 2019 (which was a mistake, in re...
Bill Ackman is behind the Perishing Square SPAC.Thank you for your response!E...
I’m no longer willing to trust Ackman completely at a big premium to NAV — he has changed in the years since he blew...
There are a lot of connections between Stripe employees following Ackman and Yolo Capital Management. Yolo basically sa...
Bill Ackman has approached several of the "hot" unicorns for a possible deal -- so far he's been rebuffed by Airbnb, whi...
This post is eerily prescient.I was literally just readiing about Billionaire Billy Ackman and "Moneyball" star Billy ...
This post is eerily prescient.I was literally just readiing about Billionaire Billy Ackman and "Moneyball" star Billy ...
Yep, Bill Ackman was on the call so no surprise at all that they touted PSTH. That's the largest SPAC pool ever raised,...
I don’t think it’s very likely that insurance will have a catastrophic outcome like that, which is why I’m willing...
Why would corrupt class action lawyers and vulture shortsellers be attacking INO? Time for SEC to limit or ban shortsell...
Valeant comes to mind, to name one. Ticker was VRX, was changed to BHC (Bausch Health Companies) as part of the rescue o...
That's pretty much in line with the strong move in the portfolio, thanks especially to Chipotle... they didn't really na...
Bill Ackman should be in jail with Bernie Madoff...
Thank you for digging this up, Travis. A similar situation holds with Einhorn's Greenlight Capital (ticker: GLRE), which...
I've followed Stansberry newsletters for years (can't stand their constant stream of teaser spam either) and had some su...
$ESPR np, also regrettably. Hugo, may I chime in? Many studies show that people fear a loss more than they seek a gain, ...
One doesnt truely understand the full potential until it is truely discovered and I honestly wish I would've had the sen...
Since this was last discussed numerous features have been introduced. One, available to lifetime members. is The Billion...
Yeah, I stayed with DTO a bit longer but not long enough. And we're all still getting hammered by RIG and NOV. However ...
The big dogs also lose at timesWhile everyone has had their share of losing trades during their life, the most high ...
Travis! Where's your quick tip box today?? Speaking of Mr Ackman and knowing you like to take a small gamble on occasi...
I gave up on Ackman a while ago, and wrote about how Pershing Square lost its way in the Valeant investment and, more im...
Pearson to be replaced at $VRX. Ackman to join VRX board....
Mildly off subject, but one has to wonder whether Bill Ackman is at risk for being labeled a real wealth destroyer. We h...
Mildly off subject, but one has to wonder whether Bill Ackman is at risk for being labeled a real wealth destroyer. We h...
Bill Ackman, founder of hedge fund Pershing Square Capital Management L.P., will host a conference call with investors a...
$VRX- Bill Ackman to host investor call on Valeant stake at 9 a.m. Eastern 7:22 am ET October 30, 2015 MarketWatch...
I bought GGP in 2009 starting at 61 cents before their Ch.11 and takeover by Ackman et al. Bought more on the way up, an...
You never have to be in. Selling a losing stock (or fund) is OK if you change your mind about it, or if the company isn...
For a "buy and hold" kind of investment, the low-volume OTC ticker should work fine as long as you're patient about gett...
GILD is on a tear, up 3.82%! All this because of rumors of a VRTX acquisition? VRTX up 6.3%. One of many tweets this ...
No, Pershing Square listed their closed-end fund (PSH) in Europe, but it's going to be the same investment strategy and ...
Pershing Square Holdings is a closed-end fund, with hedge fund compensation to Pershing Square (Bill Ackman). It is tra...
I owned Allergan, sold it at a monumental price on rumor of takeover by Ackman. Then I bought Actavis. Now..... I own "A...
I never looked at American during the bankruptcy or immediately after, and I don't remember seeing anyone touting the sh...
The latest action has been mostly because of Bill Ackman -- he was a big mover of the shares back in 2005 and again in 2...
Thanks Alan, I hope it works out for you. I imagine PSH will fluctuate quite a bit, since the portfolio is so concentra...
I admit I was a little too lazy to research this in any great depth, but why did Ackman list on Euronext instead of one ...
This is just a side issue (why buy penny stocks), but several recent ones that I lucked into come to mind: GGP (U.S. 2nd...
Thanks Doc. Almost invested in HLF, but couldn't find info about exactly why Bill Ackman was so upset with them. News...
Well remember Collins and Ackman who were also big in car parts. Did many a "night run" as part of the "just in time" su...
FYI, later on this evening Ackman did mention that part of the reason for the discount at Brookfield Residential Propert...
My head hurts just considering all the spread or straddle permutations, but it might just work, who can tell in these cr...
Travis,Ackman can't be expecting that bankruptcy will occur, since his equity will likely get zeroed out in pretty ...
Bill Ackman of Pershing Square has been buying this stock like a madman. I think he owns 17% of the firm now. I would ha...
I rather get information from a investment manager than an author.Bill Ackman recently bought a huge position in Sea...