Live from New York: Bill Ackman, Aussie businesses & other observations

Podcast: Equity Mates Investing Podcast · Equity Mates Media

Opublikowano: 2026-10-11

Fresh off a 90-minute interview with Bill Ackman, Bryce & Ren are coming to you from Old Mates Pub in Downtown Manhattan. They're unpacking Ackman's biggest investing lessons and the stocks making up his concentrated portfolio. Plus, are Australian businesses really doomed when they expand overseas? The boys explore the Aussie brands making waves in America, the spectacular failures, and what separates the winners from the rest. In this episode: 00:00 First Reactions: Bill Ackman & New York 03:27 Ackman on AI, Buffett & the Everyday Investor 06:23 Inside Bill Ackman's Investing Philosophy 10:24 Ackman's...