Topic Archives: Pershing Square Holdings (PSH.AS PSHZF)

Let’s start with the bad news this week. Activision Blizzard (ATVI) is a pretty reasonably valued company, valued at about 20X forward earnings now and with a predicted earnings growth rate (by the average analyst) in the 10-15% neighborhood. It’s one of the dominant game publishers in the world, it’s a large company (market cap […]

I don’t know what’s going to happen to interest rates, taxes, GDP growth or the stock market, all of which are intertwined, but right now the sentiment expressed by the market seems still to be vaccine-driven optimism about economic recovery from the pandemic, which implies that the renewed push to speed up vaccinations will lead […]

I’ve got a biotech teaser solution that might make you smile a bit, particularly if you’ve been following Dr. KSS’s articles and discussion threads, and then several holdings that reported recently to update my thoughts on a bit — including at least one that I’ve bought a little more of following earnings results. The tease […]

I’ve got a few thoughts for you on some companies I follow and own, and a little follow-up on last week’s chatter about hedge funds, but first I thought you’d like a quick teaser solution for your Friday File fun… The pitch is for Stephen Petranek’s Breakthrough Technology Alert — there’s been some discussion recently […]

Comments

  • Thanks Travis....excellent analysis and thoughtful as always....I'm keeping my PSHZF for now, and seeing about re-enteri...

  • PSHZF - Pershing Square Holdings is really taking a dive today (-5%)...any thoughts about adding to a position? It's al...

  • Travis, do you know why some of the OTC listings are not available on Interactive Brokers? I have a Vanguard account and...

  • And what’d ya know, I mention PSTH and news leaks moments later about their negotiations to take Universal Music Group...

  • Hello Travis, I really was interested in buying into the discounted PSHZF fund (mostly because it has consumer goods, ...

  • Great analysis. I agree with you that it is better to buy the sponsor than the SPAC. House always makes money. TD Amer...

  • I read back in September that Ackman had approached both Stripe and Airbnb and been rebuffed by both, but haven't seen a...

  • Brought some shares of Pershing Square Holdings last August. (up 27%). I have been playing cow either since neither a...

  • 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...

  • Thanks Bry. 1 is just simple math, assuming "at the money" pricing for the options contract without any additional ...

  • WOW...What a great Friday File! I really enjoyed it! A couple of questions after reading it: 1) In the one paragraph ...

  • In relation to PSHZF… I bought one if its holdings, Howard Hughes (HHC), after Bill Ackman’s hedge fund announced th...

  • PSHZF is up about 30% since Jan.2. of this year. (from $12.65 to $16,79) That is quite impressive, but I am wondering ...

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