Topic Archives: Ackman

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  • Travis Johnson, Stock Gumshoe

    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...

  • Travis Johnson, Stock Gumshoe

    Fannie Mae is a bet on politics, I’ve long been skeptical — though lots of smart people disagree with me. I think...

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    Hi Travis, thanks once again for the objective and transparent Friday writeup. Wondering if you are still bullish on Per...

  • Travis Johnson, Stock Gumshoe

    Thanks... I bought Starbucks in July of 2018 and sold my Starbucks shares in October of 2019 (which was a mistake, in re...

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    Bill Ackman is behind the Perishing Square SPAC. Thank you for your response! E...

  • Travis Johnson, Stock Gumshoe

    I’m no longer willing to trust Ackman completely at a big premium to NAV — he has changed in the years since he blew...

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    There are a lot of connections between Stripe employees following Ackman and Yolo Capital Management. Yolo basically sa...

  • Travis Johnson, Stock Gumshoe

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

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    This post is eerily prescient. I was literally just readiing about Billionaire Billy Ackman and "Moneyball" star Billy ...

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    This post is eerily prescient. I was literally just readiing about Billionaire Billy Ackman and "Moneyball" star Billy ...

  • Travis Johnson, Stock Gumshoe

    Yep, Bill Ackman was on the call so no surprise at all that they touted PSTH. That's the largest SPAC pool ever raised,...

  • Travis Johnson, Stock Gumshoe

    I don’t think it’s very likely that insurance will have a catastrophic outcome like that, which is why I’m willing...

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    Why would corrupt class action lawyers and vulture shortsellers be attacking INO? Time for SEC to limit or ban shortsell...

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    Valeant comes to mind, to name one. Ticker was VRX, was changed to BHC (Bausch Health Companies) as part of the rescue o...

  • Travis Johnson, Stock Gumshoe

    That's pretty much in line with the strong move in the portfolio, thanks especially to Chipotle... they didn't really na...

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    Bill Ackman should be in jail with Bernie Madoff...

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    Thank you for digging this up, Travis. A similar situation holds with Einhorn's Greenlight Capital (ticker: GLRE), which...

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    I've followed Stansberry newsletters for years (can't stand their constant stream of teaser spam either) and had some su...

  • JohnM

    $ESPR np, also regrettably. Hugo, may I chime in? Many studies show that people fear a loss more than they seek a gain, ...

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    One doesnt truely understand the full potential until it is truely discovered and I honestly wish I would've had the sen...

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    Since this was last discussed numerous features have been introduced. One, available to lifetime members. is The Billion...

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    Yeah, I stayed with DTO a bit longer but not long enough. And we're all still getting hammered by RIG and NOV. However ...

  • arch1

    The big dogs also lose at times While everyone has had their share of losing trades during their life, the most high ...

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    Travis! Where's your quick tip box today?? Speaking of Mr Ackman and knowing you like to take a small gamble on occasi...

  • Travis Johnson, Stock Gumshoe

    I gave up on Ackman a while ago, and wrote about how Pershing Square lost its way in the Valeant investment and, more im...

  • DrKSSMDPhD

    Pearson to be replaced at $VRX. Ackman to join VRX board....

  • DrKSSMDPhD

    Mildly off subject, but one has to wonder whether Bill Ackman is at risk for being labeled a real wealth destroyer. We h...

  • DrKSSMDPhD

    Mildly off subject, but one has to wonder whether Bill Ackman is at risk for being labeled a real wealth destroyer. We h...

  • SoGiAm

    Bill Ackman, founder of hedge fund Pershing Square Capital Management L.P., will host a conference call with investors a...

  • SoGiAm

    $VRX- Bill Ackman to host investor call on Valeant stake at 9 a.m. Eastern 7:22 am ET October 30, 2015 MarketWatch ...

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    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...

  • Travis Johnson, Stock Gumshoe

    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...

  • Travis Johnson, Stock Gumshoe

    For a "buy and hold" kind of investment, the low-volume OTC ticker should work fine as long as you're patient about gett...

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    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 ...

  • Travis Johnson, Stock Gumshoe

    No, Pershing Square listed their closed-end fund (PSH) in Europe, but it's going to be the same investment strategy and ...

  • Travis Johnson, Stock Gumshoe

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

  • DrKSSMDPhD

    I owned Allergan, sold it at a monumental price on rumor of takeover by Ackman. Then I bought Actavis. Now..... I own "A...

  • Travis Johnson, Stock Gumshoe

    I never looked at American during the bankruptcy or immediately after, and I don't remember seeing anyone touting the sh...

  • Travis Johnson, Stock Gumshoe

    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...

  • Travis Johnson, Stock Gumshoe

    Thanks Alan, I hope it works out for you. I imagine PSH will fluctuate quite a bit, since the portfolio is so concentra...

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    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 ...

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    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...

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

  • takeprofits

    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...

  • Travis Johnson, Stock Gumshoe

    FYI, later on this evening Ackman did mention that part of the reason for the discount at Brookfield Residential Propert...

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    My head hurts just considering all the spread or straddle permutations, but it might just work, who can tell in these cr...

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    Travis, Ackman can't be expecting that bankruptcy will occur, since his equity will likely get zeroed out in pretty ...

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    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...

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    I rather get information from a investment manager than an author. Bill Ackman recently bought a huge position in Sea...

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