Bill Ackman

“long-term upside potential from AI represents a deeply discounted valuation for one of the world's greatest businesses,”

Bill Ackman · said date not stated · reported 2026-10-22

Ackman cited Meta's long-term AI upside potential during an investor presentation in February when he unveiled his position in the tech giant.

“Once the overhang of the war is done — and it sounds like we're also potentially heading in the right direction with Russia-Ukraine — energy prices could come way down, and obviously that would be very good for inflation and markets,”

Bill Ackman · said 2026-10-22 · reported 2026-10-22

Ackman told CNBC's 'Squawk on the Street' that resolving the Ukraine-Russia and Iran wars could bring down energy prices and benefit inflation and markets.

“These stocks will go up tenfold. and that's you know, that's the most asymmetric investment I'm aware of in the stock market,”

Bill Ackman · said 2026-10-22 · reported 2026-10-22

Ackman reiterated his bullish stance on Fannie Mae and Freddie Mac, calling them the most asymmetric investment he is aware of in the stock market.

“We're in a world in which you cannot look at the day one trading of a stock after earnings because of how levered market participants are and how short-term they are,”

Bill Ackman · said 2026-10-22 · reported 2026-10-22

Ackman was unfazed by Meta's 6% stock drop on Thursday despite better-than-expected revenue and strong guidance.

“Meta is extremely well positioned in democratizing the use of agents,”

Bill Ackman · said 2026-10-22 · reported 2026-10-22

Ackman highlighted Meta's success with its personal AI agent, Muse, as evidence of the company's positioning in democratizing agents.

“one of the lowest valuations in history,”

Bill Ackman · said 2026-10-22 · reported 2026-10-22

Ackman said Netflix is trading at 18 times earnings, which he called one of the lowest valuations in history, with expected earnings growth in the mid to high teens.

“ultimately great for the United States.”

Bill Ackman · said 2026-10-22 · reported 2026-10-22

Ackman believes that peace in the Middle East will be great for the region and ultimately great for the United States.

“We're going to have an amazing 2027.”

Bill Ackman · said 2026-10-22 · reported 2026-10-22

Ackman predicted a strong year for stocks in 2027 during an appearance on CNBC's 'Squawk on the Street.'

“proven that AI is helping them accelerate their business and this remains an incredibly undervalued stock and that's why we own it,”

Bill Ackman · said 2026-10-22 · reported 2026-10-22

Ackman noted that AI is accelerating Meta's business and called the stock incredibly undervalued, explaining why Pershing Square owns it.

“These entities have fully rebuilt their capital. What's not, I think, well understood is Fannie and Freddie today have five times the capital they had historically.”

Bill Ackman · said 2026-10-22 · reported 2026-10-22

Ackman, a large shareholder in Fannie Mae and Freddie Mac, said the entities have fully rebuilt their capital and now hold five times their historical capital levels.

“Netflix is a high growth utility,”

Bill Ackman · said 2026-10-22 · reported 2026-10-22

Ackman characterized Netflix as a high growth utility during a discussion of individual stock opportunities.