Bill Ackman Interview: In a very recent interview, superinvestor and fund manager Bill Ackman, speaking about buying stocks in the current bear market, said “I think today is a pretty good time. It’s a pretty good point of entry”. In this episode, I delve into this and other important things Ackman said about investing today, including information on his current investing strategy and focus, his approach to stock picking, and his outlook on the macro economy.
Timestamps:
00:04 Ackman: Today is a pretty good time to buy
00:41 Ackman’s investing strategy
01:14 Impact of rising interest rates and inflation
02:52 Pricing power rules
04:21 Probability of coming recession
04:32 Opportunistic macro investing
05:02 Is Bill Ackman buying yet?
07:54 Super-high quality rules
08:31 Recent Ackman portfolio activity
09:27 Keeping cash in reserve
09:42 Is the current market cheap?
10:07 Pershing Square buybacks
The Bill Ackman interview clips referenced in this episode can be found on the Interactive Investor YouTube channel: https://www.youtube.com/c/interactiveinvestoruk
Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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