Ackman Unveils Six New Investments Including Netflix, Visa, Mastercard in Biggest Portfolio Overhaul in Years
- On Thursday, billionaire investor Bill Ackman unveiled six new holdings, marking his biggest portfolio overhaul in years with positions in Netflix, Visa, and Mastercard.
- Ackman initiated these positions after market sell-offs driven by artificial intelligence fears, targeting incumbents like Visa, Mastercard, and S&P Global that he views as possessing formidable competitive moats.
- Pershing Square cited Netflix's valuation drop to 21 times forward earnings and stated the company has "effectively won the streaming wars" with more than 325 million subscribers.
- Netflix shares jumped nearly 4% on Thursday following the disclosure, while Pershing Square USA shares rose 1.7% as investors awaited official 13-F filings due Friday from the Securities and Exchange Commission.
- These additions mark a strategic shift for Ackman, who four years ago adopted a quieter, value-investing approach, moving away from noisy activism to focus on cordial management interactions.
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Those who followed the star investor and bought the Microsoft dip in the first quarter made a lot of money. Now Ackman sees Netflix trading with a "significant discount".
Bill Ackman, who called Universal Music ‘one of the best businesses we have ever owned’, steers clear of music in Pershing Square stock-buying splurge
Bill Ackman‘s Pershing Square has disclosed six new stock investments in its first quarterly shareholder letter as a publicly listed company. None of the six is a music company. The new positions in Visa, Mastercard, Netflix, S&P Global, Intercontinental Exchange, and Alcon were disclosed in a letter published on Wednesday (August 12). Pershing Square Inc. … Continued Source
Wealth Manager Says Stock That Billionaire Bill Ackman Recently Poured Money In Is ‘Very Undervalued’
An investment expert highlights Netflix's undervaluation on CNBC amid Bill Ackman's new stake disclosure. Additional context covers recent portfolio moves and key financial metrics. The post Wealth Manager Says Stock That Billionaire Bill Ackman Recently Poured Money In Is ‘Very Undervalued’ appeared first on The Daily Hodl.
Bill Ackman Just Bought Mastercard. Here's What an Investment 5 Years Ago Would Be Worth Today
Bill Ackman just made his boldest portfolio move in years, adding Mastercard to his biggest funds at a moment when the stock is quietly losing ground to the broader market. Whether that gap makes it a bargain or a warning sign depends on what you believe about the future of payments.
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