Bill Ackman's Top 6 Market Beating Picks

•  Michael.Green

•  Jan 25 2023
 

stocks on the run

Bill Ackman is a well-known hedge fund manager and activist investor, known for his controversial and high-profile investments and public battles with other corporate leaders.

“Short-term market and economic prognostication is largely a fool’s errand, we invest according to a strategy that makes the need to rely on the short-term market or economic assessments largely irrelevant.”
Bill Ackman, founder and CEO of Pershing Square Capital Management

Ackman's hedge fund, Pershing Square Capital Management, has had a number of successful investments over the years, including a large stake in Canadian Pacific Railway and a successful campaign to overhaul the board of directors at Target.

Ackman's public and often confrontational style has earned him praise, with some arguing that his activism helps to hold corporate leaders accountable. Ackman continues to be a prominent figure in the hedge fund industry, and his every move is watched closely by investors and the financial press.

So what are the 6 Top stocks that Bill Ackman think can outperform any market?

Wait a minute, before you see the list, Here is Bill Ackman own words on how he picks stocks:

Our approach to investing capital is to find extremely durable, well-capitalized, high-quality growth companies that can survive any storm. If we are successful in our investment selection, we can largely ignore shorter-term factors that drive Stock market movements and remain focused on our portfolio companies’ underlying business performance. As long as our companies continue to deliver the results we expect, we do not need to make any material adjustments to our portfolio’s composition. In other words, we can sail through the stormy seas with a focus on the long-term horizon.

And Here is the list:

Let's see what they think on the companies in their recent Letter to Shareholders:

QSR's franchised business model is high-quality, capital-light, growing annuity that generates high-margin brand royalty fees from its four leading brands: Burger King, Tim Hortons, Popeyes and Firehouse Subs.

Chipotle continued its impressive performance in 2022 driven by the ongoing recovery of in-restaurant sales, price increases to cover cost inflation, and successful menu innovation including polio wade.. During the second quarter, Chipotle continued to lead the restaurant industry in growth for both same-store sales ("SSS") and new restaurants, with SSS growing 10% year-over-year or 30% on a three-year cumulative basis. On-premise sales grew 36% as consumers resumed pre-pandemic routines, while digital sales declined only 3%, continuing their persistence despite the growth of conventional sales. Chipotle remains on track to grow its store base by approximately 8% this year with a longer-term annual store growth aspiration of nearly 10% once current he adwiruds around construction, permitting, and supplies ease.

Hilton is a high-quality, asset-light, high-margin business with significant long-term growth potential, led by a superb management team. The unforeseen arrival of the COV1D-19 pandemic catalyzed a rapid and near-complete standstill in global travel, with ReVPAR (the industry metric for same-store sales at a given hotel) down roughly 90% at the nadir of the pandemic. We increased our investment in Hilton during the pandemic as we believed the economic dislocation from COVID -19 would prove to be transient and that industry projections regarding the timeline for recovery were too pessimistic.

Lowe's is a high-quality business with significant long-term earnings growth potential underpinned by a. superb management team that is successfully executing a multi-faceted business transformation.

CP is a high-quality, inflation-protected business led by a best-in-class management team that operates in an oligopolistic industry with significant barriers to entry. With an improving volume and pricing outlook combined with the upcoming transformational acquisition of Kansas City Southern ("KCS"), we believe that CP's prospects are bright.

REC.'S portfolio of well-located residential land and income-producing commercial assets continues to demonstrate resilient performance despite recent macro concerns of a slowdown in the housing market. The company's advantaged business model of owning master planned communities ("MPCs") provides HHC substantial control over the planning and release of land for sale and development, enabling it to take a long-term approach to maximizing the value of its portfolio. As a result of its outright ownership of thousands of acres of conservatively financed and and a management team that combines superb capital allocation and development skills, the company is much less exposed to the cyclically of stand¬alone, smaller-scale real estate development companies.

stocks on the run

Please note that the article should not be considered as investment advice or marketing, and it does not take into account the personal data and requirements of any individual. It is not a substitute for the reader's own judgment, and it should not be considered as advice or recommendation for buying or selling any securities or financial products.

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