An interesting take on one of the larger capital stocks, it seems all the hedgies are excited for large cap stocks these days. What I find interesting though as due diligence for the Seattle Angel Conference III is nearing completion is the amount of depth in Ackman’s presentation. I found a lot of the depth in the research here is not reflected in early stage investment. Although I have seen some early stage research that is 5x more in depth than this and likely too in depth….
A Rising Tide is a Good Gamble – Ira Sohn Conference 2013 Bill Ackman by ValueWalk.com
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