|
— |
In the next several years we will take capital out of the real‑estate operation, turn it into an asset‑light real‑estate company, and reinvest the capital into the insurance operation, aiming for an 80% insurance and 20% real‑estate mix in a decade. resolves 36.10.25 |
bullish · 26.10.28 |
Bill Ackman: Is Permanent Capital an Investor’s Biggest Edge? | Podcast | In Good Company |
|
— |
Per Elon Musk, within five years brain-computer interface technology will give people better-than-bionic vision, such as glasses with a camera porting images directly to the visual cortex, and a dozen companies besides Neuralink are working on brain data interfaces. resolves 31.09.28 |
bullish · 26.09.29 |
The Knowledge Project: Bill Ackman: The Biggest Fight of His Life |
|
— |
There will be some form of high-profile blowup where people lose a whole bunch of money, causing a reset; companies disciplined in capital spending with years of runway will be the survivors, and the ones that have to raise money in the next three months will be gone. resolves 26.12.28 |
bearish · 26.09.29 |
The Knowledge Project: Bill Ackman: The Biggest Fight of His Life |
|
— |
If Pershing Square compounds anywhere close to its historic rates, it will be managing a trillion dollars in 20 years, which Ackman says is plenty and a good business. resolves 36.09.26 |
bullish · 26.09.29 |
The Knowledge Project: Bill Ackman: The Biggest Fight of His Life |
|
— |
Bill Ackman: The market is mispricing Microsoft's 'phase 2' AI earnings potential, making the 17% YTD pullback an attractive entry point. resolves 28.08.05 |
bullish · 26.08.06 · MSFT |
N0S Research Report: MSFT |