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Bill Ackman

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Ackman weighs standalone vehicle to bet on market complacency
business2 days ago

Ackman weighs standalone vehicle to bet on market complacency

Bill Ackman is in talks to launch a new stand-alone fund that would place asymmetric bets against prevailing market narratives, echoing the pandemic-era doomsday trades that generated huge windfalls for Pershing Square. The strategy would use derivatives and short-term US debt before deploying into large credit and macro bets, potentially via an Amsterdam-listed vehicle, while Ackman also pursues growth ahead of a public listing and broader conglomerate moves amid recent fund-performance headwinds.

via Financial Times|
#bill-ackman#business#derivatives
Ackman Sees Rare Opportunity to Buy Quality Stocks Amid Market Shakeout
business12 days ago

Ackman Sees Rare Opportunity to Buy Quality Stocks Amid Market Shakeout

Billionaire investor Bill Ackman argues the current market dislocation offers a rare entry point to buy high-quality companies, highlighting Fannie Mae and Freddie Mac as “stupidly cheap” bets and urging investors to ignore macro fears. He cites an asymmetric setup in select names as volatility persists and Pershing Square remains down YTD, with plans to list on the NYSE under ticker PS.

via CNBC|
#bill-ackman#business#fannie-mae-and-freddie-mac
Ackman Takes Pershing Square Public in Dual IPO Push
business1 month ago

Ackman Takes Pershing Square Public in Dual IPO Push

Bill Ackman is pursuing a dual IPO of Pershing Square Inc. and the Pershing Square USA fund on the NYSE, aiming to raise $5–$10 billion for the fund and list the management company; after a failed 2024 listing attempt, he has about $2.8 billion in institutional commitments, with the structure offering investors shares in the management company and testing public appetite for Ackman’s hedge-fund empire, potentially valuing the operation well above prior highs (well over $10 billion) if demand holds.

via Barron's|
#bill-ackman#business#hedge-funds
Trump's SOTU Sparks Mixed Reactions on Tariffs and a New Retirement Plan
business1 month ago

Trump's SOTU Sparks Mixed Reactions on Tariffs and a New Retirement Plan

Economists and business leaders offered a mixed read on Donald Trump's State of the Union address: while Bill Ackman praised his federally matched retirement plan as a potential bipartisan wealth-builder, critics like Paul Krugman accused the speech of distortions and warned tariff policies could worsen affordability. Ian Bremmer noted a polarized national mood, Peter Schiff cautioned inflation hasn’t truly improved under Trump, and Roger Altman argued the address was more show than a catalyst for growth, even as observers forecast modest growth and cooling inflation with tariffs possibly sticking around and AI energy costs looming.

via Business Insider|
#bill-ackman#business#inflation
Ackman Bets Big on Meta as AI Selloff Tests Markets
business1 month ago

Ackman Bets Big on Meta as AI Selloff Tests Markets

Hedge fund Pershing Square, led by Bill Ackman, posted a 34% return last year and is backing a roughly $2 billion stake in Meta Platforms, arguing that AI-driven efficiency and long‑term upside justify the bet despite an AI-driven market selloff. Ackman positions Meta as a Buffett-like value play at about 27x earnings, noting recent AI spending could pay off over time. The move follows prior bets such as on Amazon, and adds a concentrated, high-conviction stake to Pershing’s portfolio.

via The Daily Upside|
#ai-investing#bill-ackman#business
Ackman Bets Big on AI Winners Amazon and Meta
business1 month ago

Ackman Bets Big on AI Winners Amazon and Meta

Bill Ackman’s Pershing Square has about 23% of its capital tied up in two AI-focused stocks, Amazon (13% of the portfolio) and Meta Platforms (10%). Wall Street targets suggest roughly 43% upside for Amazon to around $285 and about 32% upside for Meta to roughly $850 over the next year, driven by AI-enabled growth in AWS, e-commerce optimization, and ad-tech innovations. The bets reflect a view that both companies will benefit from AI, with investors often advised to consider small positions.

via The Motley Fool|
#amazon#artificial-intelligence#bill-ackman
Trump Proposes One-Year 10% Cap on Credit Card Interest Rates
business3 months ago

Trump Proposes One-Year 10% Cap on Credit Card Interest Rates

Bill Ackman criticized President Trump's proposal for a one-year 10% cap on credit card interest rates, warning it could lead to widespread credit card cancellations and push consumers toward higher-cost loans. Ackman acknowledged the goal of reducing rates is important but argued that making the market more competitive and fostering new entrants would be a better approach. The proposal would require congressional approval, and its implementation remains uncertain.

via Business Insider|
#bill-ackman#business#credit-card-interest-rates