Bill Ackman has become one of the best-known names in investing by doing something unusual: running a concentrated portfolio of very few companies, with a long-term view.
Speaking with Nicolai Tangen, the founder and CEO of Pershing Square explains what makes a business truly great, how Warren Buffett’s example shaped his approach to long-term capital, and why he no longer has to break down doors as an activist. They discuss how AI is changing markets and why Bill is so active on social media, where he finds fresh ideas and hears views that differ from his own. Bill also opens up about the family tragedy that struck earlier this year, and what it has led him to focus on. Tune in for a conversation about big bets, open minds, and what matters most!
The production team for this episode includes Isabelle Karlsson and PLAN-B's Niklas Figenschau Johansen. Background research was conducted by Une Solheim.