Bill Ackman

speaker

1,217 appearances 6 recordings 6 series first heard Feb 2024 last heard 3 Jun

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

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

Appearances

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All-In with Chamath, Jason, Sacks & Friedberg · Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses · 3 Jun 2026 podcast

So what we're doing is we're repurposing the real estate assets and we're transforming the company into a much higher returning kind of business.

Yeah.

I don't think markets have changed as a result of anything that's happened with me or follower growth on Twitter.

I think the Ryan Cohen guy, the GameStop guy, that is a change in markets when a stock can trade at a valuation well above its value simply on the personality and the ability to...

Vibes, vibes.

To gather up armies of followers.

The fascinating thing about liquidity and valuation is the higher a stock price goes, and it's going to sound sort of intuitive, but it's not, the more valuable the company becomes.

know there's actually the increase in value of the company increases the value of the company right because it lowers the cost of capital it gives you more flexibility gives you the ability to issue stock raise capital acquire other businesses and so you know getting back to the elon example uh it's really his

I mean, I would say he's a better example of this.

We've not taken advantage of this at all.

Maybe we should.

But he builds an army of believers and followers that enabled Tesla to be built.

So we have two, I think there are three ways you can invest with us that are all different and will achieve different things.

One is something called Pershing Square, which is the management company of Pershing Square.

I think it's one of the most interesting kind of intellectually businesses because it's the entity that receives fees on these three permanent capital vehicles we manage.

It's a royalty on the compounding of investments in these entities.

And there's no CapEx in the business.

So we're gonna pay out basically all of our profits

and we're gonna grow as quickly as the underlying assets compound.

So if you invested a dollar in Pershing Square, you know, 22 years ago, that became, you know, 20, I think,

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