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2017-11-16

  • Holly LaFon posts: 11-16 13:43
    Bill Ackman Comments on ADP
    ADP (ADP) is a classic Pershing Square investment. It is a simple, predictable, free-cash-flow generative business that has significantly underperformed its potential. As a conservatively financed,...
    Comment
  • Holly LaFon posts: 11-16 13:43
    Bill Ackman Comments on Mondelez
    We believe that Mondelez (MDLZ) is currently substantially undervalued given its high business quality, long-term secular growth potential – especially in emerging markets – and substantial opportunity...
    Comment
  • Holly LaFon posts: 11-16 13:43
    Bill Ackman Comments on Restaurant Brands
    We consider Restaurant Brands’ (QSR) franchised business model to be a high-quality, capital-light, growing annuity that generates high-margin brand royalty fees from its three brands: Burger King, Tim...
    Comment
  • Holly LaFon posts: 11-16 13:43
    Bill Ackman Comments on Howard Hughes
    Howard Hughes (HHC) continues to show solid and steady progress across its entire collection of trophy real estate assets. Unlike many real estate investment trusts that rely on access to the equity markets...
    Comment
  • Holly LaFon posts: 11-16 13:42
    Bill Ackman Comments on Chipotle
    While the last six months have been challenging for Chipotle (CMG)’s brand, shareholders, and other stakeholders, we believe the company’s significant long-term growth opportunity is one of the most...
    Comment
  • Holly LaFon posts: 11-16 13:42
    Bill Ackman Comments on Platform
    Platform (PAH)’s earnings continued to grow this quarter as growth in the Performance Solutions business offset a decline in the Ag Solutions business. Platform’s organic revenue declined 1%, as...
    Comment
  • Holly LaFon posts: 11-16 13:42
    Bill Ackman Comments on Herbalife
    During the course of our short position in Herbalife (HLF), we have held the investment in various forms, principally a mix of short stock and/or options. Recently we disclosed that we have restructured our...
    Comment
  • Holly LaFon posts: 11-16 13:42
    Bill Ackman Comments on Air Products
    We recently sold our remaining shares of Air Products (APD) (“APD”), concluding a highly successful activist investment. During our four-and-half-year investment, APD delivered a 104.7% total shareholder...
    Comment
  • Holly LaFon posts: 11-16 13:42
    Bill Ackman Comments on Nomad
    We invested in Nomad (NOMD) in the second quarter of 2015 and a member of our investment team, Brian Welch, joined the board. Our investment was made in conjunction with the company’s formation and its...
    Comment

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