Thoughts on Fidelity? Iconic brand, has long growth runway of "all financial markets forever", family owned so probably some infighting about whether to go public and how to minimize taxes, which could account for delays.
Though as I remember, Abigail is not interested in going public.
What would you think of Enterprise Holdings (rent a car) in ST Louis?- third generation Taylor family running it now and it faces a tricky auto industry transition to autonomous, ride sharing etc etc.
Intriguing possibilities. Mark Anthony Brands makes a ton of sense. I think Porsche owns too much Volkswagen for it to be possible? Trader Joes is about the right size and has some family ownership complexity. I'm convinced the deal announcement will be a quick pop & flop initially, but maybe Ackman will give it a good sell with an iconic Pershing presentation...
Ackman was involved in the sale of Jim Beam to Suntory Holdings!
IN N Out
Excellent work Andrew! This one was fun to read:)
Thoughts on the Universal Music Group rumor? U called it!
https://www.cnbc.com/2021/06/03/bill-ackmans-pershing-square-nears-biggest-ever-spac-deal-with-universal-music-source-says.html
Panda Express?
Thoughts on Fidelity? Iconic brand, has long growth runway of "all financial markets forever", family owned so probably some infighting about whether to go public and how to minimize taxes, which could account for delays.
Though as I remember, Abigail is not interested in going public.
it's a good thought; will include it in my follow up!
What would you think of Enterprise Holdings (rent a car) in ST Louis?- third generation Taylor family running it now and it faces a tricky auto industry transition to autonomous, ride sharing etc etc.
doesn't feel like his style. don't think it's iconic, pretty asset heavy, tough to forecast future
Gonna be a sleepy one.
Intriguing possibilities. Mark Anthony Brands makes a ton of sense. I think Porsche owns too much Volkswagen for it to be possible? Trader Joes is about the right size and has some family ownership complexity. I'm convinced the deal announcement will be a quick pop & flop initially, but maybe Ackman will give it a good sell with an iconic Pershing presentation...