3 Comments
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Gabriel Gebrael's avatar

Very good as always

The Pareto Investor's avatar

Ackman bought the toll roads after they lagged the carnival. Visa and Mastercard don't need a narrative. They need people to keep tapping plastic. The 13F is just the receipt.

Ignatzius Turret's avatar

Ackman is the Zuckerberg of investing. No own ideas, just stealing and imitating. Is this a religious pattern? ๐Ÿ˜‚