Author Topic: NL:PSH - Pershing Square Holdings  (Read 121316 times)


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Re: NL:PSH - Pershing Square Holdings
« Reply #350 on: July 03, 2019, 10:52:22 AM »
ackman and Berkowitz are similar.  they have outstanding long term records with a great deal of variance.  as for bill, even when he is wrong in outcome, he is often right in process (I would say he correctly analyzed HLF, but misinterpreted what the FTC would do), although not always (valeant was a complete miss).