Question 1

Por que Bill Ackman comprou ações da Microsoft no início de 2026?

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

Ackman e Loeb concordaram com alguma ação de tecnologia no Q1 2026?

Accepted Answer

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

Question 3

Quanto da sua posição na Microsoft a Third Point vendeu?

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.

Third Point

Ackman apoia a Microsoft enquanto Loeb investe na Alphabet

Um resumo afiado.
Todos os dias.

Third Point

Ackman apoia a Microsoft enquanto Loeb investe na Alphabet

Um resumo afiado.Todos os dias.

Um resumo afiado.
Todos os dias.