Event Driven Insights27 Aug 2025

The Next Berkshire Hathaway? Bill Ackman Stock Howard Hughes Is Set For Outsiders Company Status

The Next Berkshire Hathaway? Bill Ackman Stock Howard Hughes Is Set For Outsiders Company Status according to Greg Aikens. Well, could be. In this interview, I talk to Event Driven Daily analyst Greg Aiken about Howard Hughes Holdings (NYSE: HHH), a master planned community corporation operating in the South West in the US, and Hawaii. We discuss the history of the Howard Hughes company, how Bill Ackman got involved with the company during the GFC, bringing it out of bankruptcy as a spin off, and how Bill Ackman upped his stake in the business to gain majority control. We cover the difference between Howard Hughes Holdings, Howard Hughes Corporation, whether Bill Ackman is aligned with shareholders, and his plan to acquire an insurance company to form the basis for building the next Berkshire Hathaway. Greg and I discuss whether Bill Ackman will be able to craft a high return business, and how Ackman could use permanent capital and his capital allocation skills to build a true outsiders company like Henry Singleton or John Malone. Get free special situation and event driven stock alerts by joining our Morning Brew newsletter. Follow this link here: https://www.eventdrivendaily.com/subscribe/ Event Driven Daily www.eventdrivendaily.com Net Net Hunter www.netnethunter.com

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(16)

An Amazing Shareholder Yield: San Juan Basin Royalty Trust

In this interview, I talk to Ben Demase about San Juan Basin Royalty Trust and his stock investment thesis for it. Not much of a stock, though. More on that in the video. In this interview we cover wh...

14 Okt 202525min

Is This Incredibly Rare Japanese Stock Spin Off Set To Soar?

Is this incredibly rare Japanese stock spin off set to soar? Spin offs are rare in Japan, but what’s even more rare is spin offs that involve a company lead by an incredible entrepreneur with a passio...

30 Sep 202535min

Is Abacus Global Management the Next Great S.T.A.R. Business?

Is Abacus Global Management the next great S.T.A.R. business? Richard Koch may like this one. Abacus Global Management is a niche leader in a new, fast-growing market, but surprisingly, it’s not price...

24 Sep 202552min

Is This Commercial Real Estate Stock Set to Soar?

Is This Commercial Real Estate Stock Set to Soar? Chris Kanaan thinks so. Today, Evan Bleker sits down with Chris to talk about True North Commercial Real Estate Investment Trust, a Canadian firm maki...

19 Sep 202527min

Manolete Partners: How You Can Profit From the Fall of the UK Economy

How can you profit from the fall of the UK economy? In this podcast, I talk to Alberto Alvarez about Manolete Partners, a bankruptcy financing firm trading in the UK, that will benefit from the record...

20 Aug 202543min

Innovated Food Shares Are Primed For Great Returns According to Sebastian Krog

Innovative Food shares are primed for great returns according to Sebastian Krog. Today I talk Innovative Food Holdings (OTCQB: IVFH) with private investor Sebastian Krog. Innovative has gone through a...

12 Aug 202543min

Is Alico Stock Ripe For Investment? From Oranges to Massive Real Estate Profits

In this conversation, Lee Roach discusses Alico Ltd (NASDAQ: ALCO), a citrus producer transitioning to real estate development. He outlines the company's strategic shift, the special situation on offe...

30 Jul 202528min