Bill Ackman: Is Permanent Capital an Investor’s Biggest Edge? | Podcast | In Good Company

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摘要

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! In Good Company is hosted by Nicolai Tangen, CEO of Norges Bank Investment Management. New episode out every Wednesday. The podcast In Good Company is part of Norges Bank Investment Management, a podcast about our investments. We are transparent about how the fund is invested. In this podcast, you get a deeper insight into the companies the fund is invested in. Our CEO, Nicolai Tangen, has in-depth interviews with the leaders of some of the largest companies in the world. You will get insight into their leadership principles, the company’s strategy and how they are dealing with a large investor like us. You will also learn more about our role as an owner of the companies. You can read more about the podcast on https://www.nbim.no/en/publications/podcast/

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