Bill Ackman on building the next Berkshire, AI & his next 10-bagger

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Bill Ackman on building the next Berkshire, AI & his next 10-bagger

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Bill Ackman turned a two-person investment club into Pershing Square, a $33 billion investment giant built on high-conviction bets and some of Wall Street’s most famous battles. In New York, Bryce & Ren sit down with the billionaire investor to get his take on whether AI is a bubble, why he sold Alphabet and bought back into Netflix, and his plan to turn Howard Hughes into a modern-day Berkshire Hathaway. Plus, a surprising story about Warren Buffett, and Bill gives his verdict on Bryce & Ren’s own portfolios.In this episode:00:00 Bill Ackman's Biggest Wins, Losses And Lessons07:15 Inside The Pershing Square Empire09:42 Is AI The Biggest Investment Opportunity Or A Bubble?11:03 Could AI Become A Threat To Humanity?14:31 Why Bill Is Bullish On Big Tech's AI Spending16:42 Interest Rates, Inflation And The Fed's Next Move21:39 Where Bill Sees Opportunities And Hidden Risks24:40 The Investment Philosophy Behind His Billions28:09 Why Bill Ackman Is No Longer An Activist Investor30:02 What Makes A Business Almost Impossible To Disrupt?32:02 Why He Only Owns A Handful Of Stocks35:32 Why Bill Sold Netflix And Then Bought It Back38:19 Why He Sold Alphabet But Still Owns Big Tech41:08 How Bill Judges CEOs And Uses AI To Research Stocks44:10 What Warren Buffett Taught Bill Ackman47:31 The Secret Behind Berkshire Hathaway's Success50:09 Building The Next Berkshire With Howard Hughes55:36 Why Insurance Is The Key To His Next Big Bet59:24 Bill Ackman Reviews Our Stock Portfolios01:05:37 Why Great Stocks Are Getting Cheaper01:06:50 Bill's High-Conviction Bet On Fannie Mae And Freddie Mac01:08:39 His Biggest Piece Of Advice For Everyday InvestorsStocks & ETFs Mentioned: Pershing Square Inc. (NYSE: PS), Pershing Square USA (NYSE: PSUS), Pershing Square Holdings (LSE: PSH), Berkshire Hathaway (NYSE: BRK.B), Canadian Pacific Kansas City (NYSE: CP), Herbalife (NYSE: HLF), Bausch Health (NYSE: BHC), Wells Fargo (NYSE: WFC), Blackstone (NYSE: BX), KKR (NYSE: KKR), Howard Hughes Holdings (NYSE: HHH), Meta Platforms (NASDAQ: META), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), SpaceX (NASDAQ: SPCX), Apollo Global Management (NYSE: APO), Uber (NYSE: UBER), Restaurant Brands International (NYSE: QSR), Wendy’s (NASDAQ: WEN), Netflix (NASDAQ: NFLX), Alphabet (NASDAQ: GOOGL), Visa (NYSE: V), Mastercard (NYSE: MA), Simon Property Group (NYSE: SPG), Apple (NASDAQ: AAPL), Axon Enterprise (NASDAQ: AXON), Eli Lilly (NYSE: LLY), Spotify (NYSE: SPOT), Universal Music Group (Euronext Amsterdam: UMG), Intuitive Surgical (NASDAQ: ISRG), TransMedics (NASDAQ: TMDX), MercadoLibre (NASDAQ: MELI), Sea Limited (NYSE: SE), Fannie Mae (OTC: FNMA), Freddie Mac (OTC: FMCC)———Want to get involved in the podcast? Record a voice note or send us a messageAnd come and join the conversation in the Equity Mates Facebook Discussion Group.———Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing – we’ve got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)We’re particularly excited to share our latest show: Basis PointsListen to the podcast (Apple | Spotify)Watch on YouTubeRead the monthly email———Looking for some of our favourite research tools?Download our free Basics of ETF handbookOr our free 4-step stock checklistFind company information on TIKRResearch reports from Good ResearchTrack your portfolio with Sharesight———This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697. Hosted on Acast. See acast.com/privacy for more information.

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