원문 보기
Investor Bill Ackman says the US is facing, and will continue to face, a classic bubble fueled by the Fed's easy money policy, which will be tested until March 2022 when the Fed finally raises interest rates. Ackman believes this policy of interest rate hikes will be much worse than many investors expect.
If you stay until the end, I'll tell you about Bill Ackman's latest investment and exactly how much money he invested. So stay until the end because what we'll see today will be of great interest to you. Let's begin. Look, investor Bill Ackman, whose opinions are widely followed on Wall Street, said on Thursday that the US central bank's ultra-loose monetary policy, which will end in March, is what caused a classic bubble in all stocks, and that's why we're seeing such a sharp correction in the stock markets, especially in technology and highly indebted companies.
We're in a classic bubble, still fueled by the Federal Reserve, said Ackman, who runs the fund. Pershing Square Capital Management hedge fund manager Akman spoke at a conference sponsored by S&P Global Ratings, days after the Fed announced it would begin raising interest rates in March 2022. " All the indicators are flashing red," Akman said, citing rising prices in real estate, the art market, and the stock market.
He called inflation the biggest risk to his hedge fund this year and said he expects the central bank to have to raise interest rates sooner rather than later, and more aggressively than people are expecting. "I think the Fed will be forced to tighten these interest rates much faster and much more aggressively," he added.
He said he doesn't see much reason to keep interest rates at their current low levels of 0.25 or even as low as 0.5 in March 2022. He also said that higher prices are being driven by structural changes and that recent increases may not be transitory, as some policymakers, economists, and many corporations have suggested.
These initiatives include a shift to cleaner energy and demands for... Higher wages are here to stay and are expensive, Ackman said, noting that they will drive higher prices for some time. Ackman said on Twitter a couple of months ago that he had been invited to give a presentation to the Federal Reserve Bank of New York to share his views on inflation and that he said policymakers should immediately start raising rates as soon as possible, even before March.
He later said again that he has hedged his portfolio for fear that rates will be higher than expected and that it may negatively affect the long-term equity portfolio of the hedge fund. The Pershing Square Holdings fund has earned a return of approximately 26 percent last year after a gain of 70.2 percent in 2020.
Here we can see the intelligence of this investor. Now, if the promise is fulfilled, Bill Ackman invests one billion dollars in Netflix and places himself among its 20 largest shareholders. The Pershing Square fund takes advantage of the stock market crash of the entertainment giant to take positions.
The Pershing Square Capital Management fund, led by Bill Ackman, has One! has acquired more than 3.1 million Netflix shares in recent days, valued at $115 million (€ 988 million) as of yesterday's close. Taking advantage of the plunge in the streaming platform's stock price since last Friday, the move places the fund among the company's top 20 shareholders.
In a letter to One!, the fund explained that the opportunity to acquire Netflix at an attractive valuation arose when investors reacted negatively to the latest quarter's subscriber growth figures and the company's short-term outlook. "Many of our best investments have arisen when other investors with short-term time horizons dismiss large companies at prices that seem extraordinarily attractive to those with a long-term perspective," One!
stated. During last Friday's session, Netflix shares plummeted by as much as 25 percent on Wall Street after the company announced it expected to add only 2.5 million new subscribers through March, a sharp slowdown compared to the 8.29 million added in the fourth quarter of 2021 and also compared to the 4 million added in the first quarter.
In the last quarter, Netflix's share price has fallen more than 40% from its October peak of nearly $700 per share. Netflix shares closed this weekend up 7.51% at approximately $387. The substantial drop in Netflix's share price was exacerbated by recent market volatility, Akman noted, highlighting that the fund had never before held a stake in the company, which he identifies as one of the main beneficiaries of the streaming service's growth.
Netflix shares have soared over the past decade as the multinational revolutionized the consumption of series and films, turning Hollywood upside down. But recently, competition has intensified. In addition to launching their own rival services, Disney and Warner Media, along with Amazon and Apple, among others, have increased their investment in this market.
According to Akman, Netflix's content portfolio will allow them to defend themselves against rivals and increase their margins. Before the streaming boom, Netflix closed 2021 with net profits of $5 billion. $116 million, nearly double the previous year, but the rate of new user acquisition slowed significantly to 18 million compared to 37 million in 2020.
Furthermore, Netflix lowered its forecast for the first quarter of 2022, predicting it would add 2.5 million subscribers, far from the 3.9 million it achieved during the same period in 2021. Well, Bill Ackman seems like an interesting investor to me. He's versatile; he can go against the trend or he can go for the gains.
He has a good investment fund, and we should always listen to what these types of investors say. Remember, just because these types of investors have invested in Netflix, or, for example, when Warren Buffett invested in Barrick Gold, or because Warren Buffett invests in Coca-Cola, does n't mean we have to.
Remember, they manage a lot of money; they manage billions of dollars. As you can see, obviously not all of them can be like Warren Buffett in this case, investing in Shake with his Bill Ackman investment fund, but it's important that you don't just see that he has bought I buy this because a 2% return a company generates annually translates into millions of dollars for them.
Remember, the risk-reward ratio isn't the same as yours. Two thousand dollars, with all due respect, would be crumbs for you. Your ten thousand dollars would be crumbs for them. Our thousand dollars, our five hundred dollars, would be crumbs for them. Anything, then, losing that money would cause us a lot of pain, but for them, it's not that much.
If you look at it in percentages, obviously, if you want to be very conservative, you could look at companies versus fundamentals, less technical analysis, and then decide to invest there. But it's important, for example, Warren Buffett tells you that you can't beat the S&P 500 over a 10-20 year period.
In fact, he made a bet precisely on that: " I invite any investment fund with a 10-year term to beat the S&P 500. Diogenes, I'm sure I'll double my money, approximately 100 percent." And I want to see you doing trading without any of that, if you make more money. That I, and no professional investment fund, earned 8-10 percent annually shouldn't be dismissed; it's a very acceptable way to make money.
There are people who want 20 percent, there are people who say, "No, with Bitcoin, in one month I earned, look, my money has doubled. I want to double it every year." And if I do that, and you can do the calculations, dreaming isn't wrong, don't misunderstand me, please. To take and say, "My money has doubled in one month, then a thousand percent in a year, in five years, and I earn this much at my job, I put in this much money each month, and every month I double my money, in five years I buy a half-million- dollar house or something," no, that's not realistic, please.
8-10 percent is a good and decent annual return. 10-20 percent is a very good annual return. Bill Ackman and professional investors who manage millions of dollars and have experience generated 20 percent annually in 2020. As I explained to you, most companies went up, it doesn't matter what you bought unless you bought anything, every price increase in stores So most of your returns are 70, 60, or 50 percent, but that's not something you can do every year.
You won't do it in 2021, and you probably won't do it in 2022 either. But there are exceptions, like Bill Ackman, who got 70 percent last year and 20 percent annually. That's a lot, and you want to earn 50% annually because you think you're better than Bill Ackman? No, no, no, it's not possible. A stroke of luck, well, but please, keep your feet on the ground.
Remember, investments are long- term. Money, unless you 're a trader, is your main source of income, or at least one of your top two. But if you have a job, then the stock market is something to increase your money and to protect it against inflation, especially today, but it's not your main source of income.
The stock market, unless you're a professional trader, is not a constant source of income; it's something completely separate. Also, besides your job, you have to do a digital business: a YouTube channel, a course, something, whatever you want. We have a video on the channel about that, with two ideas.
If you're a business, then you can do that, but never consider it simply as investing in the stock market unless you're a trader, as I already mentioned, an extra income because it isn't. I hope my content provides you with a lot of value; if so, punch this guy in the face! Here's a playlist for you to learn how to invest, and if you don't know, in the stock market, since there's a video on how you can protect yourself against inflation. I send you a hug, have a restful sleep, good night
Comments 0