Bill Ackman announces purchases of Amazon, Meta, and Microsoft: They already make up one-third of his portfolio 😁😁
Ackman is the founder of Pershing Square Capital and one of Wall Street’s best-known activist investors. His most famous trade was in 2020, before the pandemic: He spent $27 million on credit protection as a hedge and made $2.6 billion in a month. His style is to buy just a handful of stocks and bet big when he’s convinced.
This time, he said on the podcast *In Good Company* that he had bought Amazon, Meta, and Microsoft against the market trend, as their shares were being sold off because of massive capital expenditures.
His reasoning is simple: A company publicly says, “Demand is so strong that we need to invest far more than expected just to keep up,” and its stock price falls anyway. In his view, that drop is a buying opportunity handed to you on a plate. #股票财报季 #微软 #AI
Ackman is the founder of Pershing Square Capital and one of Wall Street’s best-known activist investors. His most famous trade was in 2020, before the pandemic: He spent $27 million on credit protection as a hedge and made $2.6 billion in a month. His style is to buy just a handful of stocks and bet big when he’s convinced.
This time, he said on the podcast *In Good Company* that he had bought Amazon, Meta, and Microsoft against the market trend, as their shares were being sold off because of massive capital expenditures.
His reasoning is simple: A company publicly says, “Demand is so strong that we need to invest far more than expected just to keep up,” and its stock price falls anyway. In his view, that drop is a buying opportunity handed to you on a plate. #股票财报季 #微软 #AI
