Live from New York: Bill Ackman, Aussie businesses & other observations

Fresh off a 90-minute interview with Bill Ackman, Bryce & Ren are coming to you from Old Mates Pub in Downtown Manhattan. They're unpacking Ackman's biggest investing lessons and the stocks making up his concentrated portfolio. Plus, are Australian businesses really doomed when they expand overseas? The boys explore the Aussie brands making waves in America, the spectacular failures, and what separates the winners from the rest.

In this episode:

00:00 First Reactions: Bill Ackman & New York

03:27 Ackman on AI, Buffett & the Everyday Investor

06:23 Inside Bill Ackman's Investing Philosophy

10:24 Ackman's Top Holdings

11:26 Uber's Robotaxi Bet

15:20 Aussie Brands Conquering America

20:19 Why Australian Businesses Fail Overseas

Stocks & ETFs Mentioned: Pershing Square Inc. (NYSE: PS), Pershing Square USA (NYSE: PSUS), Pershing Square Holdings (LSE: PSH), Uber Technologies (NYSE: UBER), Brookfield Corporation (NYSE: BN), Microsoft (NASDAQ: MSFT), Amazon (NASDAQ: AMZN), Restaurant Brands International (NYSE: QSR), Meta Platforms (NASDAQ: META), Howard Hughes Holdings (NYSE: HHH), Visa (NYSE: V), Mastercard (NYSE: MA), S&P Global (NYSE: SPGI), Alphabet (NASDAQ: GOOGL), Netflix (NASDAQ: NFLX), Tesla (NASDAQ: TSLA), Booking Holdings (NASDAQ: BKNG), Lyft (NASDAQ: LYFT), Guzman y Gomez (ASX: GYG), Wesfarmers (ASX: WES), Domino's Pizza (NYSE: DPZ)

A big thanks to Old Mates Pub for hosting us while we recorded this episode in New York! Check them out at oldmates.com

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