Pershing Square Capital Management
also referred to as: pershing square
includes Pershing Square Holdings
10 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Apr 28, 2020 by Bill Ackman · said 11 times in 2 episodes since 2020 · across every show →
Mentions by year, the whole family
brought up most by Bill Ackman (4), Andrew Wilkinson (4), Shane Parrish (3)
tap a year for its mentions
2022 4 mentions in 1 episode
2020 7 mentions in 1 episode
Everything said about Pershing Square Capital Management, oldest first
Apr 28, 2020
Pershing Square Executed Its Massive COVID-19 Portfolio Hedge in One Hour
“I mean, the, just most recently, our hedge that we put on to protect the portfolio, I guess, I wasn't specifically doing work on that investment at all, but I was thinking about the ramifications, for example, of the coronavirus, and then came to a conclusion …”
Apr 28, 2020
Apr 28, 2020 bullish
Pershing Square Bought $2.05 Billion in Equities While Unwinding COVID Hedge
“We'd invested two billion fifty million between March 12th and March 18th at 1230 in the stock market buying, you know, additions, adding to our portfolio, buying, repurchasing Starbucks. We had sold half the hedge for a 1,000,000,300, a little more than half …”
Apr 28, 2020
Ackman Attributes Business Judgment Failures to Distraction From Divorce
“It is, it can be very distracting to be contemplating whether one should stay married While running a business that requires, you know, a lot of, you know, judgment and clarity of thinking, and you know, I ultimately made some, you know, failures of judgment i…”
Apr 28, 2020 neutral
Apr 28, 2020
Ackman: 85% of Pershing Square's capital is permanent public capital
“85% of our capital is in the, you know, comes from a public company. And as a result, we have very, very long duration money, and we don't need to worry about this quarter or this year in making decisions, and that, I think, is a huge advantage.”
Apr 28, 2020
Bill Ackman Turned $27 Million in CDS Premiums Into $2.6 Billion
“We ended up spending twenty seven million on premium because we built a seventy billion dollar CDS position beginning in the third week of February, you probably had it completely on by the early, you know, first few days of March, and we started taking it off…”
Apr 28, 2020
Ackman: I invest in startups partly to identify potential competitive threats
“And I'm a relatively small investor in, you know, startups and I do it for fun. I do it because, you know, occasionally I make a good investment and also it helps me see the future in terms of what potential threats are coming. That might disrupt either a busi…”
Apr 28, 2020
Ackman: Pershing Square held $71B notional CDS hedge committing $500M annually
“And we at the peak had seventy billion, actually seventy-one billion of notional insurance that cost about an average of 70 basis points per annum. So about five hundred million dollars. We committed to make five hundred million dollars a year in payments for …”
Apr 28, 2020 bullish