PSHZF News and Press, Pershing Square Holdings Ltd. From 06/08/21

Bill Ackman's SPAC PSTH recently announced its very complex "merger" with UMG. This is a good time to revisit the investment thesis behind PSHZF, Bill Ackman's hedge fund that holds his economic interest in PSTH. PSHZF, through Ackman's shrewd management and its SPAC interests, is...

As it stands, the disclosed potential deal doesn't make a lot of sense. It seems like there's something missing that would explain why Ackman and Pershing Square would go to this length. It is also unclear to me why it took so long; the deal appears to have little downside to Vive...

SPACs are marketed as a unique way that allows retail investors upfront participation in going-public transactions. Leakages embedded in the structure of most SPACs result in retail investors getting the short end of the stick in most cases. Pershing Square Tontine and its sponsor...

Pershing Square's Bill Ackman has done an interesting deal for a share of a good asset. The transaction for Universal Music doesn't seem exciting. But within the complexity of the deal, there may be opportunity in the future. For further details see: Pershing Square Tont...

WSJ reported today that Bill Ackman’s Pershing Square Tontine is nearing a ~$42B EV SPAC deal for Universal Music Group. Bollore has a ~22% ownership stake in Universal Music Group through its 27% ownership of Vivendi. Bollore is trading at a wide discount to its implied in...

Pershing Square Holdings, Ltd. (PSHZF) Q1 2021 Earnings Conference Call May 25, 2021 11:00 AM ET Company Participants William Ackman - PSTH Chairman & CEO, PSCM Founder & CEO Charles Korn - PSCM Investment Team Member Feroz Qayyum - PSCM Investment Team Member Ryan Israel - PSCM Inves...

Bill Ackman’s 13F portfolio value increased from ~$10B to ~$10.46B this quarter. Pershing Square added Domino’s Pizza and increased Howard Hughes Corporation while dropping Starbucks. The largest three 13F positions are Lowe's Companies, Hilton Worldwide Holdings, an...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips Bill Ackman, the CEO of Pershing Square Tontine Holdings (NYSE: PSTH ) has been in the news quite a bit lately. According to Barron’s  on May 17, Ackman was “cautiously optimistic” that PS...

1 Main Capital makes concentrated investments in high-quality reasonably valued businesses with long reinvestment runways and in special situations that are experiencing a temporary dislocation or undergoing an element of change that will cause investors to revalue an investment in the ne...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips SPAC hysteria has died down of late, to say the least. Investors in Pershing Square Tontine Holdings (NYSE: PSTH ) stock appears to be bellwethers of this environment. Source: Dmitry Demidovich/ShutterStock.com ...