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Pershing Square Holdings

part of Pershing Square Capital Management

8 statements across 3 episodes · 7 bullish · 0 bearish · 1 people on the record · first statement Apr 23, 2021 by Andrew Wilkinson · said 13 times in 3 episodes since 2021 · across every show →

Mentions by year

brought up most by Andrew Wilkinson (13)

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2022 4 mentions in 1 episode
2021 9 mentions in 2 episodes 5 per episode

every mention, scene by scene, with the transcript →

Everything said about Pershing Square Holdings, oldest first

Apr 23, 2021 bullish
Assertion Partly supported
Wilkinson: Pershing Square Holdings traded at a 35% discount to NAV
“And for every dollar of stock that was sitting in the holding company, you could buy it for 65 cents because the stock had traded down so much. So it was like buying a dollar for 65 cents.”
Andrew Wilkinson Apr 23, 2021 ▶ 1:17:35 How to Network with Billionaires with Andrew Wilkinson | My First Million Ep. #174
Apr 23, 2021
Disclosure
Wilkinson: Invested $5M in Bill Ackman's Pershing Square Holdings
“I had like five million dollars invested in his holding company, Pershing Square Holdings.”
Andrew Wilkinson Apr 23, 2021 ▶ 1:16:21 How to Network with Billionaires with Andrew Wilkinson | My First Million Ep. #174
Apr 23, 2021 positive
Assertion Partly supported
Wilkinson: Bill Ackman turned a $25M bet into $2.7B
“He's done amazingly well. I don't know if you saw, I think you guys talked about it on the pod, but he had a bet where he invested twenty five million and it turned into 2.7 billion.”
Andrew Wilkinson Apr 23, 2021 ▶ 1:18:45 How to Network with Billionaires with Andrew Wilkinson | My First Million Ep. #174
Dec 31, 2021 bullish
Assertion Supported
Wilkinson: Pershing Square Holdings trades at a ~30% discount to NAV
“And as I dug into it, I realized that it perpetually trades at a discount to the net assets there. So if there's a hundred dollars worth of stocks, it trades at about 70 dollars, meaning that the market could go down 30% before you've lost any money in the por…”
Andrew Wilkinson Dec 31, 2021 ▶ 30:27 The Milly Awards 2021
Dec 31, 2021 positive
Assertion Partly supported
Wilkinson: Ackman turned $25M into $2.7B on 2020 COVID trade
“Like he last year, he turned twenty five million dollars into 2.7 billion. And I got to ride along with him on that.”
Andrew Wilkinson Dec 31, 2021 ▶ 30:48 The Milly Awards 2021
Oct 6, 2022 bullish
Assertion Supported
Wilkinson: Pershing Square benefits from rising interest rates via swaptions
“They own a very large position in interest rates swaptions. So as interest rates go up, the fund actually does better.”
Andrew Wilkinson Oct 6, 2022 ▶ 17:31 Asking A Billionaire Investor How To Prepare For The Economic Collapse (#371)
Oct 6, 2022 positive
Assertion Supported
Wilkinson: Pershing Square Holdings trades at 66% of net asset value
“So it's a holding company that owns a bunch of blue chip stocks and it's trading at about 66% of the net asset value.”
Andrew Wilkinson Oct 6, 2022 ▶ 16:50 Asking A Billionaire Investor How To Prepare For The Economic Collapse (#371)
Oct 6, 2022 bullish
Disclosure
Pershing Square Holdings Is Andrew Wilkinson's Only Public Stock Holding
“The only stock I hold right now is Pershing Square holdings.”
Andrew Wilkinson Oct 6, 2022 ▶ 16:38 Asking A Billionaire Investor How To Prepare For The Economic Collapse (#371)
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