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$PSUS

Pershing Square USA
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Pershing Square USA is a public investment management firm.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest high-conviction thesis
Ackman recommends PSUS trading at 18% discount to cash▾

PSUS holds Pershing's best ideas in permanent capital vehicle charging only 2% fee; historical 27-37x net returns over 22 years; discount to NAV provides margin of safety.

bill ackmanT1All-In Podcast2026-06-03
confidence 88 / 100impact High
key themes
  • AI Economics & Business Models100%
  • Public Markets & Valuation100%
  • Insurance100%
  • SaaS Business Models100%
  • Private Markets100%

bull thesis · 1

95 / 100
  • •Ackman recommends PSUS trading at 18% discount to cash

bear thesis · 0

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  • — none —

mentions · 1

All-In PodcastBill Ackman: Here's What the Market is MISSING1 mentions · 1▲ 0▼ 0○ · 4 months ago
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