UBS On-Air: Market Moves cover image

Value investing in an uncertain world with Bill Ackman and Ryan Israel

UBS On-Air: Market Moves

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Investing in High-Quality Businesses and the Music Industry

The chapter delves into Pershing's investment strategy, focusing on high-quality, capital-light businesses and the valuation metrics beyond multiples. It also explores the potential of investing in the music industry through royalties and streaming platforms like Spotify, discussing the changing entertainment landscape and strategic cash utilization.

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