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An inspiration engine for ideas
Each quarter we try to study an admirable company and discuss it with our Operating Group managers and board members. We focus on high performance conglomerates that have demonstrated at least a decade of superior shareholder returns.
Ryan • Mark Leonard Letters
Home - Access Industries
accessindustries.com
Bruce Tang
@btang
Jason Shuman
@jasonshuman
Just learned Akre Capital Management holds semi-annual investor calls where they answer questions about their current holdings & investment philosophy
Replays of the calls starting from 2021:
https://t.co/RBQ4GCtz9p
h/t @Anrosenblum @goodinvestingc https://t.co/bj59Po3DpJ
Moly Chapman
@molychapman
Pershing Square has submitted a proposal to Howard Hughes Holdings (NYSE: HHH) https://t.co/sr9ETspf7F to acquire 10 million newly issued shares of the company at $90 per share. When combined with the 18.9 million shares that are currently held by the Pershing Square Funds, we will own 48% of the company.
If the... See more
Bill Ackmanx.com
Weekly newsletter (translation from Dutch available on Desktop). Turtle Creek Equity Fund, $BRK.A $BRK.B, $BREB.BR, $BN $BAM, $CSU.TO, $INVEA.ST $INVEB.ST, $MBB.DE + $SOF.BR https://t.co/f3RuYGtzzn