Building Arks (@buildingarks): "I think this is a quite fundamental point when considering whether Pershing Square’s management of the HHH/Vantage stock portfolio is likely to work. Not investment advice."

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I think this is a quite fundamental point when considering whether Pershing Square’s management of the HHH/Vantage stock portfolio is likely to work. Not investment advice.

There is no fundamental reason why hedge funds should compound - it is all down to the skill/luck of the manager. But Pershing is no longer really a hedge fund. They invest long-only and long term in some of the largest, fastest-growing, deepest-moat companies on earth.

Building Arks

Apr 5

12:45 AM

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