Bankruptcy Insights
Bill discusses the surprising fundamentals of a mall business despite its stock plummeting. He highlights the critical role of occupancy rates and net operating income, while also explaining how the bankruptcy code can protect shareholders if asset values exceed liabilities. His bold investment strategy, buying a significant stake in the company, was met with skepticism, yet he remained confident in the underlying value.In this clip
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Lex Fridman Podcast
Bill Ackman: Investing, Financial Battles, Harvard, DEI, X & Free Speech | Lex Fridman Podcast #413
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