Bill Ackman

speaker

500 appearances 1 recordings 1 series first heard Jul 2026 last heard 20 Jul

Bill Ackman’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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Money Rehab with Nicole Lapin · Bill Ackman on His Investing Playbook, His Bullish and Bearish Bets, and What Could Trigger the Next 2008 · 20 Jul 2026 podcast

They're businesses that you like and admire that make good decisions over time.

And a business where you believe if the stock market were to shut for 10 years, you'd still be happy to own it 10 years from now.

Don't invest in kind of what seems the most exciting now.

Invest in something that you believe will withstand the test of time.

Because the value of a business is the present value of the cash it generates over its life.

And you have to be able to predict it's going to be around a long time.

Sure.

So our approach is to find what we believe to be the best businesses in the world, businesses that will survive the test of time, businesses that will survive the disruption of AI will be beneficiaries at a minimum, you know, will be either neutral or beneficiaries of AI.

And so our portfolio, you know, is comprised in some cases of companies we've always wanted to own.

but weren't cheap until more recently.

I put Amazon on that list, Meta on that list, Uber on that list, Microsoft, businesses that we've always admired were always too expensive.

And a lot of money in the markets is flowing toward kind of the new, new thing, stocks, semiconductor stocks or memory or places where people have recently made money.

And we focus on where we're going to earn a high compound return over the next three, four or five years.

And that's enabled us to fill a portfolio with these very high quality, what we call durable compounders.

Brookfield really fits the model as well.

We like companies that are sort of not particularly capital intensive, that earn kind of royalty-like returns.

Or if they have a degree of capital intensity, they can earn very high returns on the money they invest.

Brookfield's in the business of asset management.

And they're very good at it.

Really, private equity, real estate, infrastructure, a lot of the energy.

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