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Topic Archives: Bill Ackman

  • Friday File: WTF, NVIDIA?

    Choose Your Own Adventure!
    (A) NVIDIA is Killing it and Earnings Will Explode
    (B) History Says This Won't End Well
    (C) All of the Above

    33 Comments Read More
  • Friday File: Another Bet on Electrical Infrastructure

    A new buy, plus some big-picture musings, 13F notes, and updates on KEYS and NVDA

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  • Friday File — WESCO, Icahn and more…

    Some final thoughts before Berkshire weekend...

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  • Reveal: Tilson’s “#1 Whisper Trade for 2023” (plus four other “Whisper” buys)

    What are the five "whisper" picks teased in ads for Empire Insider Alert?

    17 Comments Read More
  • China, Berkshire, and some Portfolio Updates from the Rich and Famous

    Fine, call it a "Wednesday File" -- 13F updates, a couple companies that jump out, and some thoughts about the market's vibes...

    17 Comments Read More
  • Friday File: Botox Competitor, NVIDIA, Shopify and Thrift Conversions

    A holiday weekend miscellany for our dear Irregulars

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  • De-teasing Mampilly’s “Rebel Stocks” Promo — What are the “Two Dominant Companies” he’s pitching?

    Sniffing out two teased picks from Paul's Secret Portfolio

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  • Friday File: Dancing in the Titanic’s Ballroom while Jeremy Grantham is on Iceberg Watch

    Talk of bubbles bursting is in the air, but I keep busy with smallish buys and sells and annual review updates in the Real Money Portfolio

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  • Revealing Whitney Tilson’s Five secret ‘Connexa Terra’ (Metaverse) Stocks

    What are the five "metaverse" picks teased in ads for Empire Stock Investor?

    21 Comments Read More
  • What’s with this “Pre-IPO Code” Stuff from Jeff Brown?

    Checking out the teaser pitch from Brownstone's Blank Check Speculator

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  • Friday File: “Pre-IPOs” and some Real Money Portfolio updates

    My spirits have been lifted a bit in the last week… not so much by the general state of the world (unemployment is horrifying, the pandemic remains scary, politics has sunk even further into the gutter, a big chunk of the world is literally on fire, again), but by the return of some seasonal patterns […]

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  • Friday File part 2: Nibbles and Two Watchlist Additions

    I shared part one of our Friday File with you this morning, when I took some time to dig into a nanocap idea being teased by Keith Schaefer, so part two will be a little more brief… just a few quick notes about things of interest this week, and some minor moves in the Real […]

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  • Friday File: The Relative Safety of Agencies

    Some Real Money Portfolio transactions in Insurance, plus a bit on hedging, SPAC mania and more...

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  • Friday File: Dividends Keep Climbing

    It’s “goodwill toward all” season, right? So now is the time to get ready to be nice to yourself. I don’t know whether this trade war will end, or if impeachment will lead to something bigger, or whether President Trump will find a way to goose the stock market again next year to boost his […]

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  • Friday File: Time to Buy the Data Center Growth Story Again?

    Buying a new Optical Equipment stock, adding on to a couple other holdings to the Real Money Portfolio... plus updates on ANET, NOK, IIPR, OR, SPOXF, TSLA, HSY, BA and more...

    13 Comments Read More
  • Friday File: China, Data Center and 5G Shakeup… plus a couple boring buys

    Checking in on a bunch of Real Money Portfolio newsmakers... including MGM, NFDA, COR, PINC, IQ and many more... plus two new names on the watchlist

    14 Comments Read More
  • Friday File: Ackman, FIVE, 5G and Vanadium

    As we close in on the end of the first quarter, it’s time to release some more data — I just posted the 2019 teaser tracking spreadsheet for you, you can find it on the tracking page along with all our previous years and use it both to see what we’ve been covering so far […]

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  • Cabot’s Teased “40% Growth Expected” Stock

    What's Mike Cintolo's "one to buy if you’re buying only one" stock this week?

    12 Comments Read More
  • What’s Sovereign Man’s “Highest Conviction Idea in Years?”

    Ad from Tim Staermose teases, "How to buy some of the highest-quality stocks in the world at a MASSIVE 26% discount to where they currently trade on public markets." What's the story?

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  • Friday File: Panic! … or maybe Don’t Panic!

    What am I thinking after this week's jolt ... and what are the buys and sells in the Real Money Portfolio?

    25 Comments Read More
  • Friday File: An Old Friend Returns to the Watchlist

    I like David Einhorn, though I don’t know him (at least as far as I know, he was a year or two ahead of me in school, at the same University and in the same major, so perhaps we shared a beer or a study session at some point), but someone has to remind him […]

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  • Vardy’s “Follow this Smart Money Master to Gains of Up to 200%” LNG Stock

    What is being pitched as the top pick of a billionaire contrarian? (Plus some other "Trillion Dollar Club" picks)

    18 Comments Read More
  • Friday File: Motley Fool “recommending this former ‘darling’ stock”

    What's being pitched by Stock Advisor Canada?

    6 Comments Read More
  • “The Scientists Who Really Might Find a Cure for Cancer,” plus some thoughts on seismic, hospitals and hedge funds

    An Agora teaser solution and other updates for the Friday File

    7 Comments Read More
  • Friday File: Should You Get Expert Help?

    Looking at some ways to piggyback on excellent investors -- and a new personal investment

    14 Comments Read More
  • “Easy 519% Profits from Buffett’s Oil Monopoly”

    How to profit from railroads moving Bakken crude following "Warren Buffett's $34 Billion Presidential BRIBE"

    26 Comments Read More
  • Comments

  • On Pershing Square, what expense/fee structure do investors pay to icky Bill Ackman and his firm? Thanks....

  • It's roughly the comp. structure of a 2/20 hedge fund with a high water mark. Insane? Maybe - Travis pays Bill Ackman th...

  • 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...

  • I subscribed to both his Empire Growth and Trader services. I found the Trader to be much better than Growth. I did not ...

  • 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...

  • 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...

  • Bill Ackman has approached several of the "hot" unicorns for a possible deal -- so far he's been rebuffed by Airbnb, whi...

  • FEAC is certainly the one they were hinting at, though they reportedly recommended several to initial subscribers. PSTH...

  • 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'm not sure if there's a specific legal term for its structure, but it's really a closed-end fund, a publicly-traded he...

  • 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...

  • 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, ...

  • 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...

  • 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...

  • 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 ...

  • I was just re-reading some of the Pershing Square letters because they released their annual report filing this week -- ...

  • Pershing Square Holdings is a closed-end fund, with hedge fund compensation to Pershing Square (Bill Ackman). It is tra...

  • There's often a lot of volume in stocks that are going through bankruptcy, usually day traders trying to scalp a bit her...

  • 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 Doc. Almost invested in HLF, but couldn't find info about exactly why Bill Ackman was so upset with them. News...

  • I can't remember exactly when I started subscribing, because I now subscribe to numerous info sources, some free, some e...

  • 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...

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