As AI stocks retreat and rates remain a concern, Pershing Square CIO Ryan Israel joins Bloomberg Open Interest to explain why the firm is focused on durable businesses at attractive prices. He discusses the long-term cases for the eye-care company Alcon and Netflix, when a macro bet makes sense and the firm’s expansion into private growth companies. (Source: Bloomberg)
As AI stocks retreat and rates remain a concern, Pershing Square CIO Ryan Israel joins Bloomberg Open Interest to explain why the firm is focused on durable businesses at attractive prices. He discusses the long-term cases for the eye-care company Alcon and Netflix, when a macro bet makes sense and the firm’s expansion into private growth companies. (Source: Bloomberg)
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