Detailed view for this entity.
“And what's interesting is, you know, they were doing share repurchase at 40 times earnings. And Bill Aman, who I talked about, um, who I will talk about later on, um, he brought up a question at Bergkshire shareholder meeting to Buffett saying, you know, does it make sense for Coke to be using cash flow to repurchase shares at that price?”
“He closed that deal, made two billion and something in less than a month...”
“So if you know Persing Square founder Bill Aman, you probably know that he's not a shy investor. He runs a super concentrated portfolio.”
“And Bill Aman bought a new stock. He did tease that he was excited to buy a name that they've been following for quite a long time at a cheaper price. And today that name was revealed. Surprise, surprise. It is Meta.”
“In this video, we are going to value and analyze Nike to understand why Bill Aman is so bullish on this company and why is he moving against the market.”