PS PSUS Pershing Square USA Ltd Загрузка... : Бычьи и медвежьи мнения аналитиков

Mentions $PSUS as a discussion topic in a podcast interview; no directional view or trade thesis.

Buy PSUS — it trades at ~20% discount to NAV driven by short-term IPO technical factors expected to normalize; underlying portfolio is 85% deployed in high-quality compounders at historically low valuations; Pershing Square management has personally committed $500M+, aligning incentives.

Ackman shares a segmented interview discussing his portfolio holdings without expressing any forward-looking directional view or current position.

Ackman mentions ticker $PSUS as one of several discussed topics in an interview, no directional view or catalyst provided.

PSUS is a publicly traded closed-end fund that holds Pershing Square's best ideas, charges only a 2% fee, and trades at an 18% discount to its cash value. As the underlying portfolio compounds, the discount should close and investors benefit from the fee stream.

Bill Ackman mentions Howard Hughes Holdings and Pershing Square funds in a recap of a Berkshire Hathaway fireside chat, but expresses no forward-looking opinion.

Bill Ackman announces a scheduled Space event discussing PSUS and PS, with no directional market view expressed.

Ackman's disclosure of buying PSUS and PS shares is framed sarcastically by the commentator as a Buffett-like move, implying skepticism about the fund's discount narrative.

Bill Ackman clarifies that retail investors were not blamed for the price drop of PSUS and PS, explaining that allocation decisions and late trading caused forced selling.

Buy PSUS because it trades at a deep discount to its $49 per share cash value, a clear mispricing that Ackman is personally exploiting with a 500k-share purchase.

Ackman bought 500K shares of PSUS in open market; trades at large discount to $49 cash per share.

Reports Pershing Square USA opening 15% below IPO price; a notable price event without explicit directional view from speaker.

Pershing Square's U.S.-listed entity (PSUS) is being taken public at book value, despite the business earning a 19% return on equity for the last 22 years. The structure is tax-efficient, low-cost, and allows long-term compounding, making it a cheap price for a high-quality, permanent capital vehicle that should trade at a premium over time.

Pershing Square's new closed-end fund (PSUS) is being taken public at book value, despite the business earning a 19% return on equity for 22 years. The structure is tax-advantaged, low-cost, and liquid. Compounding at historical rates should grow NAV substantially over time, making it a cheap way to invest in Pershing Square.

Pershing Square USA (PSUS) is a unique closed-end fund that differs fundamentally from typical closed-end funds in terms of governance, scale, strategy, and performance. It has generated a 25% annual return versus the average 7% for equity closed-end funds. The oversubscribed IPO, combined with a gift of management company shares (Pershing Square Inc.) for every five shares purchased, makes it an attractive long-term investment and structurally less likely to trade at a discount.