Total 8 Posts
Pershing Square Holdings (LN:PSH) (LN:PSHD) NA:PSH) is an investment holding company structured as a closed-ended fund that makes concentrated investments in publicly traded, principally North American-domiciled, companies. PSH’s objective is to maximize its long-term compound annual rate of growth in intrinsic value per share.

Top 5 Holdings - July 2020

By popular demand I am going to start publishing my top 5 holdings at the start of each month. These top 5 make up 54% of my total portfolio and gives you the flavor of stocks I am most committed to.

Warren we still love you

As you know, Warren Buffett was scaring me with Berkshire Hathaway (NYSE: BRK-A) (NYSE: BRK-B) selling airlines (almost at any price), banks, and raising debt when he was sitting on a stack of cash

Ready for take-off

Covid-19 tanked this technology company because of its exposure to the travel and tourism industries. But with people starting to travel more, this company is ready to take off again.

Who will profit from Covid-19 comercial space upheaval

It created one of the biggest opportunities we've seen in years as there was a lot of opportunity to do new leasing, reconfigure space, etc.

Simply sizzling performance

Since March 1st, we are up 55% versus the market's approx 25% Since January 1st, we are up 112% versus the markets approx break even performance.

2020 - April Performance

The lucky rabbits foot has paid big dividends in April. Compared to the broader S&P market the portfolio gained 43% compared to 12% - so that was nice.

Buy great companies at 29.3% off their current prices - Pershing Square Holdings, Ltd. (LN:PSH) (LN:PSHD) (NA:PSH)

Sounds like a con, doesn't it. Read on, you will be surprised Before I tell you how, here are the companies we are talking about: Agilent $A, Berkshire Hathaway $BRK-B - Chipotle $CMG Fannie Mae $FNMA Freddie Mac $FMCC Hilton $HLT Howard Hughes $HHC Lowes $LOW Restaurant Brands $QSR Starbucks $SBUX
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