“It's trading today at a 23% discount to its liquidation value, which makes no sense to me.”

Equity Mates Investing Podcast · Bill Ackman on building the next Berkshire, AI & his next 10-bagger

Play from 45:20
45:20

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What was described

trades on NYSE at a 23% discount to its liquidation value

23% discount

Said nearby on the same subject

“PSUS trades at a 23% discount… if there's $100 worth of shares held by the company, it's only trading at $77.”
♫
Said on Equity Mates Investing Podcast
Pricing 23% discount; $100 NAV vs $77 market price Share this moment
“Trades at a 36% or 37% discount”
♫
Said on Equity Mates Investing Podcast
Business model 36% or 37% discount Share this moment
“I’m going to discount 20, I’m going to have 20% in highly liquid cash or treasuries…so that if the smartest people are wrong…I still have that amount of flexibility”
♫
Said on How I Invest with David Weisburd
Why it worked 20% of portfolio Share this moment
“If I give it $1.50 in ETH, I get back a $1 USDS stable coin… if the value falls too low, my collateral is liquidated automatically on chain.”
HQ
Hank Quoth
The Quant / Financial Engineering Podcast ·
Why it worked $1.50 in ETH for $1 USDS Share this moment

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