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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.
No position at time of writing.