Bill Ackman: Concentrated Investing, Permanent Capital, and the Value of Being Challenged
Listen to the original audio · Transcribed with NVIDIA Parakeet · Why times can differ in your player
What's the best way to get conviction and investment idea. find the best short seller in something that you own. And and hear your their arguments. If you can rebut each of their arguments then you can feel more confident in your investment.
And the same thing is should be true for your other views. Find the person who makes the best case. for why you're wrong. best hope we have to get to the truth. is hearing from all sides. and then sorting through who's got the better argument.
Hi everyone, I'm Nikola Tangen, the CO of the Norwegian Sovereign Wealth Fund, and today I'm in really good company. I'm in New York with Bill Ackman. The founder of Pershing Square. Bill is one of the best known investors in the world. And he does it in a very unusual way. Because Most firms own hundreds of companies, but you own uh very few.
We already have this episode, so unlocking it is cheap and permanent: the full transcript (53 minutes, 10,031 words), segment and word-level timestamps, and .txt, .srt, .vtt and word-level JSON downloads, as many times as you like, forever.
No account needed, we create one from your checkout email. With credits it is 1 credit; packs start at 5 episodes for $3.49, and monthly plans are cheaper still.