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Which podcasts are discussing PSUS?
8 ATTRIBUTED IDEAS · 4 EPISODES · 4 SHOWS
The shows
Yet Another Value Podcast
The Compound and Friends
All-In with Chamath, Jason, Sacks & Friedberg
Masters in Business
Where the discussion went deepest
18 AUGYESTERDAYTHE COMPOUND AND FRIENDS · 05:00
Ackman's permanent capital ecosystem
“The discussion framed Bill Ackman's strategy as a shift from a traditional hedge fund to building permanent capital vehicles modeled after Berkshire Hathaway, creating multiple ways for investors to gain exposure to him.”
Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness · with Bill Ackman
Core thesis · 5/5Verify in source →
19 MAY19 MAYYET ANOTHER VALUE PODCAST · 12:30
PSUS to trade at premium as premier closed-end fund
“The bull case argued for PSUS is that its scale, structure, and franchise quality will cause it to be valued like a premier holding company, not a typical closed-end fund, leading to a premium to NAV over time.”
Why $PSUS deserves a premium to NAV and $PS deserves a premium multiple
Core thesis · 5/5Verify in source →
18 AUGYESTERDAYTHE COMPOUND AND FRIENDS · 07:30
PSUS trades at a massive discount to NAV
“The case was made that PSUS, Ackman's new closed-end fund, presents a value opportunity as its stock price trades at a steep discount to its net asset value while the underlying portfolio is roughly flat.”
Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness · with Bill Ackman
In depth · 4/5Verify in source →
22 MAY22 MAYMASTERS IN BUSINESS · 8:10
Pershing Square's PSUS trades at a steep discount
“The case was made that Pershing Square's traded closed-end fund (PSUS) exemplifies the structural discount problem, trading at roughly a 20% discount to its net asset value due to lack of liquidity.”
At The Money: Blurring the Lines Between Public and Private Investments
In depth · 4/5Verify in source →
19 MAY19 MAYYET ANOTHER VALUE PODCAST · 19:10
PSUS over PSH.London for US investor base
“The relative case made is that PSUS is more attractive than PSH.London for a US investor base due to domicile, tax considerations, and greater accessibility for certain institutional mandates.”
Why $PSUS deserves a premium to NAV and $PS deserves a premium multiple
In depth · 4/5Verify in source →
3 JUN3 JUNALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 05:30
Pershing Square Holdings as a discounted best-ideas portfolio
“The case made for Pershing Square Holdings (PSUS) is that it offers a portfolio of the firm's best investment ideas at a significant discount to its net asset value.”
Bill Ackman: Investment Strategy, What the Market is Missing, How AI Breaks Businesses
Substantive discussion · 3/5Verify in source →
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