This is Bill Ackman's presentation on his fight with Canadian Pacific Railway (CP). The title of the presentation is "The Nominees for Management Change". The presentation is 112 pages long.
Pershing Square now manages $11 billion. Canadian Pacific is the second largest holding. Ackman said he is not seeking a financial engineering transaction.
Track Gurus’ Stock Purchases Daily – Real Time Guru Picks
GuruFocus "Real Time Picks" reports the stock purchases and sales that Gurus have made within the prior 2 weeks. The report time lag can be as short as 3 days after the date of the transaction. This is just one of the features provided with GuruFocus Premium Membership.
A Ben Graham Net-Net with 19 Straight Years of Profits
May's Ben Graham Net-Net pick has been profitable for 19 straight years. It has 25% of its market cap in cash. And zero debt. Insiders own 48% of the company. We will buy this net-net on Monday.