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Bill Ackman revealed new stakes in Mastercard, Netflix, and Visa as part of a major portfolio overhaul, citing strong earnings growth potential despite Mastercard's recent underperformance versus the…
Bill Ackman's Pershing Square disclosed a 4.9% Netflix stake, calling it the streaming wars winner. Shares rose 4%+ on renewed confidence in ad growth, live sports, and attractive valuation after a 4…
Bill Ackman's Pershing Square revealed a 4.9% portfolio stake in Netflix, citing dominant streaming position, 90% FCF conversion, growing ad revenue, and attractive valuation at 25x earnings versus h…
Bill Ackman's Pershing Square disclosed a new 3.15M-share Netflix stake, 4.9% of its portfolio, citing improving market position, double-digit revenue growth potential, and margin expansion. Stock ro…
Bill Ackman's Pershing Square funds underperformed the S&P 500 in 2024. He reshuffled holdings, adding Netflix, Visa, Mastercard, and others, while addressing PSUS's wide discount and planning a new …
Netflix shares jumped 4% after Bill Ackman's Pershing Square disclosed a new stake, citing confidence in Netflix's dominant streaming position and ability to outspend rivals despite a 50% drop from J…
Bill Ackman's Pershing Square re-entered Netflix with a 3.15M-share stake (4.9% of portfolio), citing Netflix's streaming war victory and expected double-digit revenue growth with margin expansion, d…