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

And we try to buy at a price that offers us a very attractive return over time.

And occasionally in business we own gets to a price where the go forward return is less than our kind of threshold.

And we sold Google, not because we didn't think it was an amazing business, but rather because the price got to a level where we felt the go forward return was lower than what could be achieved by redeploying the capital into Microsoft.

Apple has not been the most innovative company in the last decade.

It's still an amazing business, but I don't even remember which iPhone I have.

And I don't think it's materially better than the iPhone I had a few versions ago.

I believe I do, but is it iPhone 17?

I don't even know which one it is, is my point.

But the one I had before, actually a few iPhones ago, was better because the battery life was better than the one I have now.

Some people are making the argument that this notion of walking around a phone, five or 10 years from now, you're not going to walk around the phone anymore.

You're just going to be connected.

And you don't have to carry this device that you can lose or people can steal.

You'll just have some, I don't know, a little pin on your shirt that will pick up, you know, all of your, answer all your questions.

Yeah.

Actually, it's an area that I've been spending some time on recently.

There are a number of companies working on kind of brain, you know, computer interfaces.

And it's going to be amazing for people with brain injuries and people who've lost vision.

And eventually I think it will be, I think you're right.

I think you'll, maybe you'll wear a hat and the hat will be your connection to the internet.

I think you get into trouble when you try to make money really quickly.

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