Bill Ackman is an activist investor that I admire and I especially enjoy his presentations and rationale. Market Folly recently highlighted Pershing Square’s Annual Investor Presentation which covers their investing philosophy and their winners and losers. The Ackman style of investing is something I want to look at later on.
I again reviewed the following presentation for investing in Wendy’s (first read it off Value Plays) and felt it would be a good read and study material for those that have yet to read it. I am still trying to put everything together and how he came up with the conclusions.
Disclosure
No position at time of writing.
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January 29th, 2009 at 1:42 pm
Great Find & Great Commentary. Hope all is well. Keep up the good work,
-Miguel @ Simoleonsense.com
Miguel Barbsa’s last blog post..Financial Models Are No Excuse For Not Using Your Brain
August 15th, 2009 at 8:19 am
Came here looking for the Wendy’s presentation.