HHH
1 tracked call · 1 long · 0 short · last 90d: 1L/0S
first called by All-In Podcast 1mo ago
IN TRACKED PORTFOLIOS
LONGPOSITION1mo ago
“We're going to build this into a compounding machine over the next 50 years. It's something I've always wanted to do. We have the benefit of understanding…”All-In Podcast
Ackman is reshaping Howard Hughes into a Berkshire-style insurance compounder, redirecting real-estate cash flow into a Buffett float-and-surplus model, and frames the entry as buying assets at roughly 60 cents on the dollar. The stake is a long bet that the conglomerate transformation closes the discount to liquidation value.
HHHLONG@ $62.40
$62.94+0.86%
since call Jun 3
peak +15.7%