Fresh off a 90-minute interview with Bill Ackman, Bryce & Ren are coming to you from Old Mates Pub in Downtown Manhattan. They're unpacking Ackman's biggest investing lessons and the stocks making up his concentrated portfolio. Plus, are Australian businesses really doomed when they expand overseas? The boys explore the Aussie brands making waves in America, the spectacular failures, and what separates the winners from the rest.
In this episode:
00:00 First Reactions: Bill Ackman & New York
03:27 Ackman on AI, Buffett & the Everyday Investor
06:23 Inside Bill Ackman's Investing Philosophy
10:24 Ackman's Top Holdings
11:26 Uber's Robotaxi Bet
15:20 Aussie Brands Conquering America
20:19 Why Australian Businesses Fail Overseas
Stocks & ETFs Mentioned: Pershing Square Inc. (NYSE: PS), Pershing Square USA (NYSE: PSUS), Pershing Square Holdings (LSE: PSH), Uber Technologies (NYSE: UBER), Brookfield Corporation (NYSE: BN), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Restaurant Brands International (NYSE: QSR), Meta Platforms (NASDAQ: META), Howard Hughes Holdings (NYSE: HHH), Visa (NYSE: V), Mastercard (NYSE: MA), S&P Global (NYSE: SPGI), Alphabet (NASDAQ: GOOGL), Netflix (NASDAQ: NFLX), Tesla (NASDAQ: TSLA), Booking Holdings (NASDAQ: BKNG), Lyft (NASDAQ: LYFT), Guzman y Gomez (ASX: GYG), Wesfarmers (ASX: WES), Domino's Pizza (NYSE: DPZ)
A big thanks to Old Mates Pub for hosting us while we recorded this episode in New York! Check them out at oldmates.com
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This podcast is intended for education and entertainment purposes only. Any advice is general advice and has not taken into account your personal financial circumstances. Before acting on general advice, you should consider if it is relevant to your needs. If unsure, speak to a financial professional. The host of this podcast and their guests may have positions in the companies mentioned. Equity Mates Media is part of the Betashares Group but maintains editorial independence and operates under Australian Financial Services licence 540697.
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