By Athenarium / Posted on10/03/2021 Bill Ackman and Pershing Square shareholder letters – Case studies, from Starbucks (SBUX) to Nike (NKE) We take a look at Bill Ackman and Pershing Square’s investment thesis for Zoetis, Mondelez, Chipotle, Hilton, Starbucks, Nike and Lowe’s.
By Athenarium / Posted on13/02/2021 Radical Uncertainty – Mervyn King and John Kay on decision making for an unknowable future The nature of risk, uncertainty, and decision-making in an unknowable future.
By Athenarium / Posted on28/01/2021 Pershing Square shareholder letters – Bill Ackman – Investing principles and business model A look at the principles, qualities and structural advantages of Pershing Square’s investment model.
By Athenarium / Posted on05/01/2021 Boston Omaha shareholder letters – Rozek and Peterson on value investing and billboard businesses Boston Omaha’s Alex Rozek and Adam Peterson discuss their investment framework and the case for billboards, insurance and fibre optics.
By Athenarium / Posted on07/12/2020 Third Avenue Management – Matthew Fine on Bayerische Motoren Werke AG (ETR: BMW) Third Avenue’s Matthew Fine outlines their take on BMW, luxury automakers and the EV revolution.
By Athenarium / Posted on05/12/2020 S&P 500 (INX) historical index, annual returns, and PE ratio A long run zoom of American markets.
By Athenarium / Posted on01/12/2020 30 years of Markel shareholder letters – Insurance, investing and the Markel Style Markel’s shareholder letters can teach us a thing or two about insurance, value investing and management.
