Pershing Square Capital Management
Fund management companywww.pershingsq.com
83
MENTIONS
34
EPISODES
23
PODCASTS
Search complete. 83 mentions across 34 episodes found for "Pershing Square Capital Management".
Nov 7, 2026
Tim TravisHOST
So even if you pay a little higher multiple, if the earnings growth is there, you should get a pretty good return on the stock.
Tim TravisHOST
And with some of the Pershing Square vehicles where they're kind of permanent capital vehicles, it's interesting hearing his philosophy on that and their goals to compound at 20% a year and Uh, the Howard Hughes thing's interesting because Howard Hughes was, um, a spinoff of general growth properties long ago.
Tim TravisHOST
And that, that's, I remember investing in general growth properties and following that whole story.
Tim TravisHOST
And so they have a huge real estate holdings, including key assets in, uh, Summerlin, uh, Las Vegas, uh, and, uh, and, uh, Arizona and there's, uh, and Hawaii,
Matt HulsizerGUEST
We did do some stuff early, I don't know, probably 15 years ago.
Matt HulsizerGUEST
And peak six, alphabetically, was right before Pershing Square.
Matt HulsizerGUEST
And so I go on to talk.
Matt HulsizerGUEST
And I start talking about the shape of curve and where the risk was in the market.
KruserHOST
Ackman said that Buffett came over for dinner at his home years ago, and he made sure he stocked up on Buffett's favorite drink, which is cherry Coke.
KruserHOST
The Pershing Square founder and CEO said that once they were sitting at the table, he asked Buffett whether he'd like still or sparkling water.
KruserHOST
Buffett politely declined, opting for his preferred soda instead.
KruserHOST
But I said, you know, don't you drink water? And he said, Bill, I haven't had water in 48 years.
Sean MooneyHOST
J.B. is the founder of the Wautier Family Office.
Sean MooneyHOST
He's a board member at Pershing Square Holdings.
Sean MooneyHOST
He's a board member at Howard Hughes Holdings.
Sean MooneyHOST
He's on the Wall Street Journal Board of Directors Council.
Andrew Ross SorkinHOST
Appreciate it.
Katie KramerNARRATOR
But wait, there's more still to come on Squawk Pond to look inside investor Bill Ackman's portfolio, his professional one at the many-billion-dollar Pershing Square, and his personal one where he takes on more risk.
Bill AckmanGUEST
SpaceX is sort of a very large, in some sense, you know, it's got meaningful sources of cash flows, but it's a little more difficult to predict.
Bill AckmanGUEST
Pershing Square is about high-certainty, predictable, growing annuity-like cash flows.
Bill AckmanGUEST
And I wouldn't call SpaceX that yet.
Katie KramerNARRATOR
Bill Ackman's take on the markets, AI, and much more right after this break.
Becky QuickHOST
I'm Becky Quick, along with Joe Kernen and Andrew Ross Sorkin.
Becky QuickHOST
It is Election Day.
Bill GundersonHOST
He has a remarkable record.
Bill GundersonHOST
Pershing Square, Bill Ackman challenges the bearish hyperscaler estimates.
Bill GundersonHOST
He thinks that they're being too hard on them.
Bill GundersonHOST
He likes Meta, where consensus estimates project capital expenditures rising to 65% of revenue, but he also likes Microsoft and Amazon.
Bill GundersonHOST
He says that they don't deserve to be penalized for the cost of the build-out that they're going through.
Bill GundersonHOST
uh today so anyways uh that's a pershing squares and yeah go ahead if
Barry KiteHOST
you think about it bill i mean the argument i like behind it is the fact that you know these hyperscalers have you know literally you know built uh and purchased a moat right around their business i mean there's you know the the amount of money that it takes, you know, for this build-out, there's only a handful of companies that could even pull that off, right? And these are the companies that, you know, that we've been talking about have been kind of taking, you know, a bath, for lack of a better term, whether it was Amazon or, you know, Microsoft or Meta.
Barry KiteHOST
You've got Google, SpaceX, right, to a certain extent on there with their data centers.
Bill GundersonHOST
He has a remarkable record.
Bill GundersonHOST
Pershing Square, Bill Ackman challenges the bearish hyperscaler estimates.
Bill GundersonHOST
He thinks that they're being too hard on them.
Bill GundersonHOST
He likes Meta, where consensus estimates project capital expenditures rising to 65% of revenue, but he also likes Microsoft and Amazon.
Bill GundersonHOST
He says that they don't deserve to be penalized for the cost of the build-out that they're going through.
Bill GundersonHOST
uh today so anyways uh that's a pershing squares and yeah go ahead if
Barry KiteHOST
you think about it bill i mean the argument i like behind it is the fact that you know these hyperscalers have you know literally you know built uh and purchased a moat right around their business i mean there's you know the the amount of money that it takes, you know, for this build-out, there's only a handful of companies that could even pull that off, right? And these are the companies that, you know, that we've been talking about have been kind of taking, you know, a bath, for lack of a better term, whether it was Amazon or, you know, Microsoft or Meta.
Barry KiteHOST
You've got Google, SpaceX, right, to a certain extent on there with their data centers.
Andrew SatherHOST
Okay.
Andrew SatherHOST
Yeah, I'm going to go with Bill Ackman at Pershing Square.
Andrew SatherHOST
I have similar investments as him.
Andrew SatherHOST
We're both big on...
NigelHOST
Of course, most of us can't access $300 million.
NigelHOST
That's a lot of money to us.
NigelHOST
But relative to the amount of money Pershing Squared had, This wasn't that much.
NigelHOST
Yeah, it wasn't that much.
NigelHOST
So he got a personal loan from JP Morgan, which allowed him now to buy back control of his firm.
Jordi HaysHOST
Cherry Coke.
Jordi HaysHOST
The Pershing Square founder, that's Bill Ackman, CEO.
Jordi HaysHOST
Yeah, they're
TylerPANELIST
calling it Petey.
24 more episodes mention Pershing Square Capital Management.
Create an account to see the whole feed, search across every transcript, and follow the entities you care about.