2min chapter

The Knowledge Project with Shane Parrish cover image

#82 Bill Ackman: Getting Back Up

The Knowledge Project with Shane Parrish

CHAPTER

Is This a Long Term Holding or a Proxy for Cash?

We think buffet's takin an approach toward really all his businesses tat's extremely hands off, and that's worked very well for many of those companies. But other parts of the portfolio, in our view, under perform the competition in terms of their profitability or growth,. And i think the as the generation i change happens at berkshire, it appears to us the next generations can be much more focused on extracting the most from the businesses berkshire owns. I'm just lookingat the burlington northern railroad. We know a lot about railroads by virtue of our experience at canadian pacific. It's the largest, you know, it should be the most profitable, highest...

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