Bill Ackman
speaker
619 appearances
1 recordings
1 series
first heard Aug 2026
last heard 5 Aug
Bill Ackman’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.
Appearances
We were invited to join the board.
We convinced Steve Ells, then CEO, to step up to chair and recruited Brian Nickel, a great CEO.
So a big part of our success has come from
stock's really beaten down because they've screwed up, perhaps, or bad things have otherwise happened, and we can come in and make changes to management strategy, cost structure, capital structure.
I would say more recent days, we've made a lot of money in cases where the market has just overreacted to something that we think has a shortish term impact.
As markets have become shorter term, people sell stocks and they can drop dramatically in value, and that creates the opportunity for us to buy them
We don't really need to make, you know, we bought a big stake in Hilton when the market responded to kind of negative macro effects.
It was run by Chris Nassetta, still is today.
And he's by far the best, you know, operator in the hotel industry.
Hilton is the dominant company.
I think no one would argue those facts, but the stock was still incredibly cheap because of inherent short-termism.
So I think part of our strategy, you know, Microsoft were buying, we believe, at a very attractive price.
You know, Amazon, you know, one of the most dominant, obviously, retailers in the world and dominant cloud companies in the world.
And when the president introduced tariffs, you know, stock was...
you know obliterated so the volatility of markets creates opportunities not just for investors like us but for retail investors because retail investors you know as long as they're putting aside enough money to live on they can also have permanent capital they can say look this is what i'm going to invest in markets and they can they're not exposed to the you know someone pulling their money and so they can buy when others are selling and again the you don't want to be a lemming in markets you want to be the person looking the other direction i mean you
It might make sense to run, but you should reassess.
You should look at the facts and then make a kind of emotionally independent decision.
You want some people on the board who actually really understand the industry.
You don't want a board of entirely railroad executives on a railroad company because then they're going to constantly second guess the CEO.
You don't want that.
Showing 361–380 of 619 · page 19 of 31
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