BILL ACKMAN: His Best and Worst Investments (HLF, CMG, and More)
Chit Chat Stocks6 Marras 2024

BILL ACKMAN: His Best and Worst Investments (HLF, CMG, and More)

On this episode of Chit Chat Stocks, we dive into controversial hedge fund manager Bill Ackman. Is he a great investor? The next Warren Buffett? Or overrated due to his salesmanship and media appearances. We dive into his investing philosophy, track record, and case studies, discussing:


(04:18) Bill Ackman's Background and Early Career

(07:17) The Rise and Fall of Gotham Partners

(10:16) Transition to Pershing Square Capital Management

(13:13) Performance Analysis of Pershing Square

(16:16) Investing Principles of Bill Ackman

(19:23) Case Study: The Herbalife Controversy

(31:26) Case Study: Valiant Pharmaceuticals

(41:02) Valiant Pharmaceuticals: Lessons Learned

(44:33) Chipotle: A Turnaround Success

(53:03) Lowe's: Strategic Management and Growth

(01:01:14) Current Holdings: Analyzing Ackman's Portfolio

(01:06:40) Conclusions: Insights from Ackman's Investment Journey


Tickers mentioned: HLF, CMG, LOW


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Jaksot(726)

Gaming & Gambling with Will Hershey

Gaming & Gambling with Will Hershey

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Fundamental Analysis: AutoDesk (ADSK)

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Alteryx, Slack, and Data Analytics with KermitCapital

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Fundamental Analysis: Sony (SNE)

Fundamental Analysis: Sony (SNE)

Your hosts, Brett Schafer and Ryan Henderson, take a look at the Japanese conglomerate Sony. Sony owns and operates over 30 different companies under its large umbrella. Pay close attention as Ryan covers the history of Sony and Brett takes you through Sony's current valuation.  Watch this episode on YouTube: https://youtu.be/Ye5r0o2WfHw Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney  Visit our website to see more from your hosts Ryan and Brett. https://www.chitchatmoney.com/  If you are looking for us on your podcast listening platform, look no further.  Apple: https://podcasts.apple.com/us/podcast...  Spotify: https://open.spotify.com/show/4SBtOWG... --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

4 Loka 202020min

Deep Dive: Unity Software (U)

Deep Dive: Unity Software (U)

Unity Technologies builds and supplies the pickaxes for the meta-verse. This week, hosts Ryan Henderson and Brett Schafer are joined by Ian Gray as they perform a deep dive on Unity Technologies. Hot off of a crazy IPO, investors are optimistic about Unity's future. In this episode we break down their business model and explore their potential outside the meta-verse. Enjoy! Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive Follow Chit Chat Money on Twitter: https://twitter.com/chitchatmoney Subscribe to Chit Chat Money on Youtube: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ --- Support this podcast: https://anchor.fm/chit-chat-money/support Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Loka 202035min

The Science of Hitting & Matt Cochrane: Banks, Big Tech, and CTV

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27 Syys 202020min

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