Question 1

ビル・アクマンはなぜ2026初めにマイクロソフト株を購入したのですか？

Accepted Answer

Ackman said investors were not giving Microsoft enough credit for its 365 office suite and AI investments, and he called the stock's valuation "highly compelling" after its share price declined.

Question 2

アクマンとローブはQ1 2026にどのテック株で合意しましたか？

Accepted Answer

Yes. Both Pershing Square and Third Point opened new positions in Meta Platforms during the first quarter.

Question 3

サード・ポイントはマイクロソフトの保有株式をどれほど売却しましたか？

Accepted Answer

Third Point sold all 925,000 of its Microsoft shares during Q1 2026, liquidating a position the fund had held since late 2022.

サード・ポイント

AckmanはMicrosoftを支持し、LoebはAlphabetへ移動

鋭い要約を。
毎日。

サード・ポイント

AckmanはMicrosoftを支持し、LoebはAlphabetへ移動

鋭い要約を。毎日。

鋭い要約を。
毎日。