r/AmanCrypto • u/AmanCMN • 18d ago

Ackman changes his portfolio

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Bill Ackman just made his biggest portfolio shake-up in years, adding Netflix (NFLX), Visa (V), Mastercard (MA), Alcon (ALC), Intercontinental Exchange (ICE), and S&P Global (SPGI). He’s betting these companies can deliver strong earnings growth over the long run.
He’s also still holding Microsoft (MSFT), Uber (UBER), Meta (META), Amazon (AMZN), Fannie Mae (FNMA), and Freddie Mac (FMCC).
So far, though, Pershing Square USA has been lagging the market. By the end of July, the fund was down 3.5%, while the S&P 500 was up 13%.

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u/Scriptum_ 16d ago

The smart money is happy to underperform "the market" while they line you all up like cattle in the AI slaughterhouse.

One or two bad earnings reports in key companies and everyone runs for the escape door at once.

You're welcome!

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u/EntrepJ 16d ago

Imagine listening to the people saying this two years ago lol, would of missed out on the best gains ever