In an idea shamelessly stolen from Andrew Walker of Rangeley Capital, I’ve decided to start writing down my thoughts on stocks more often. Some of these thoughts may be quite long, as today’s is. Some may be merely a paragraph or two. But either way, I think putting my thoughts out into the world more frequently will help clarify them.
Today’s stock is Pershing Square Holdings, which trades as PSH on both the LSE and Euronext exchanges. In this post I may refer to PSH (the fund itself), PSCM (the asset management company), and Bill Ackman (the billionaire founder of both entities).
What this is
Informal thoughts on stocks and markets from our CIO, Evan Tindell.