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Bill Ackman's Pershing Square re-invested in Netflix after dumping it in 2022, citing its dominant streaming position, strong free cash flow conversion, and AI-driven content/ad targeting potential f…
Bill Ackman's Pershing Square rebought Netflix after previously exiting at a loss, citing its dominant streaming position, strong free cash flow conversion, and AI-driven upside for content recommend…
Billionaire investor Bill Ackman added Netflix, Visa, Mastercard, Alcon, ICE and S&P Global to his portfolio, marking his biggest overhaul in years, citing strong earnings growth potential.
Bill Ackman's Pershing Square disclosed a new $Netflix stake, calling it undervalued post-streaming-wars win, while reaffirming Microsoft as a core AI-driven holding and maintaining a Meta position.