2022-09-12
This podcast makes the case for going long $PSH, which is a closed-end fund listed in London, on Euronext and as a pink sheet. It's Sad Bill Ackman's vehicle, which has performed pretty well. It's based on a theory that it's about to list in the USA and implode its discount to NAV.
Obviously, this is fundamentally a bet that Bill Ackman is a better investor than you are. There is evidence of this, but it's hard to accept at face value.
2023-4-17: this stock really hasn't done anything. The SPX has been held up by a small number of overpriced named.
Last updated: 2026-03-07 by automated standardization process
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