Bill Ackman's Pershing Square Capital raug kev txom nyem los ntawm nws thawj koom ruam
Qhov tawm tuaj tom qab Netflix tshaj tawm lig Tuesday tias nws poob subscribers thawj zaug hauv ntau tshaj 10 xyoo. Hnub Thursday, Netflix shares tau nqis ze li 3% hauv kev ua lag luam yav tav su.
Ackman's Pershing Square yog lub npe hu rau kev tso thawj koom ruam ntawm cov tuam txhab me me. Lub tuam txhab New York tau txais kev saib xyuas ntau raws li tus neeg ua lag luam ua lag luam, sib ntaus sib tua kom hloov pauv ntawm cov tuam txhab uas nws tau nqis peev. Lub tuam txhab tau so haujlwm los ntawm activist luv muag.
Ib qho ntawm Ackman txoj kev vam meej loj tshaj plaws tau los hauv 2020 thaum Pershing Square muab $ 27 lab kev nqis peev rau ntawm kev tiv thaiv tawm tsam tus mob coronavirus tsis hloov pauv mus rau $ 2.6 billion nce. William Cohan, tus qub peev banker, hu ua Ackman qhov kev txav mus los tej zaum "qhov kev lag luam zoo tshaj plaws ntawm txhua lub sijhawm" hauv ib qho op-ed rau lub
New York Times
.
Cov nyiaj hedge tau tshaj tawm cov txiaj ntsig zoo hauv peb lub xyoos dhau los, suav nrog 70.2% nce hauv 2020.
Ackman tau muaj lwm yam yeej, suav nrog kev yuav 14.2% koom nrog
Lub Tebchaws Canada Pacific Railway
(CP) nyob rau hauv 2011. Tom qab yeej ib tug proxy sib ntaus sib tua nrog CPR lub rooj tsavxwm, Pershing muab tso rau hauv ib tug tshiab CEO thiab revamped lub tuam txhab lub tswv yim. Hauv 2016, Pershing tau muag nws cov ceg txheem ntseeg, ua rau $ 2.6 nphom hauv cov nyiaj tau los.
Xyoo tas los, Ackman's Pershing Square tau nqis peev dua hauv Canadian Pacific, muas 2.8 lab shares. Txog 8% ntawm Pershing cov ntaub ntawv tau nqis peev hauv txoj kev tsheb ciav hlau, Raws li Pershing 2021 daim ntawv tshaj tawm txhua xyoo.
Xyoo 2021, Ackman cov hmoov zoo tsis zoo li rosy. Nws lub tuam txhab tshwj xeeb lub hom phiaj nrhiav tau high-profile,
Pershing Square Tontine
(PSTH), tau ua haujlwm rau cuaj lub hlis los ua kom tiav kev lag luam ua ke nrog
Universal Music Pab Pawg
.
Nws tau npaj siv $ 4 nphom los yuav 10% ntawm UMG tab sis xaus rau kev hu tawm qhov kev pom zoo, hais txog cov teeb meem kev cai.
Hloov chaw, lwm cov nyiaj Pershing Square, suav nrog kev sib koom ua lag luam, tau siv $ 4 billion. mus yuav 10% ntawm Universal Music Group. UMG yog Pershing txoj haujlwm loj tshaj plaws.
"Nws yog ib qho ntawm cov lag luam zoo tshaj plaws uas peb muaj thiab nws ua lag luam ntawm ib qho kev txo nqi loj tshaj plaws rau tus nqi tseem ceeb hauv peb cov ntaub ntawv," daim ntawv tshaj tawm xyoo 2021 tau hais. UMG tau xaiv Ackman los koom nrog nws pawg thawj coj ua tus thawj coj tsis muaj kev ywj pheej, raws li ib nqe lus. Shares ntawm Universal Music tau rebounded txij li thaum ntaus ib xyoo-rau-hnub qis ntawm 17.99 euros nyob rau hauv lub Peb Hlis thiab tam sim no trading ntawm 24.12 euros.
Ackman tsis yog ib tug neeg txawv ntawm qhov yuam kev. Nyob rau hauv ib tsab ntawv xyoo 2016 rau cov tub ua lag luam, nws thov txim rau Pershing kev nqis peev hauv Canadian chaw muag tshuaj Valeant, uas ua rau poob $ 4 billion. Valeant, tam sim no hu ua
Bausch Health Cos
(BHC), yog tam sim no tig tawm ob lub tuam txhab.
Tom qab ntawv, muaj
Khoom noj khoom haus Herbalife
(HLF). Hauv 2018, Ackman tau xaus tsib xyoos sib ntaus sib tua nrog lub tuam txhab khoom noj khoom haus ntxiv - nws famously hu nws lub tswv yim pyramid-Thaum Pershing muag nws ceg txheem ntseeg. Ackman poob $ 1 billion shorting lub Tshuag.
Sau ntawv rau Luisa Beltran ntawm [email tiv thaiv]
