Bill Ackman believes that Proctor and Gamble (NYSE:PG) could trade for $ in two years versus the current share price of $ poor marketing support and ineffective pricing strategies has resulted in P&G in P&G (approximately ~1% of shares outstanding) with Bill Ackman agitating . investment in P&G, please refer to our full presentation which can be viewed at. Hedge fund titan Bill Ackman sets his sights on P&G’s CEO. time, this accounts for 25% of his time,” Ackman said during his presentation.

Author: Mezilar Kekree
Country: Belarus
Language: English (Spanish)
Genre: Business
Published (Last): 4 March 2013
Pages: 112
PDF File Size: 19.75 Mb
ePub File Size: 7.87 Mb
ISBN: 620-6-86264-293-1
Downloads: 48832
Price: Free* [*Free Regsitration Required]
Uploader: Mikarn

Discover a new stock idea each week for less than the cost of 1 trade. He’s been a vocal critic of the lrocter management and its financial performance since disclosing his stake last year. Lafley, who led the company from towould be joining the company as Chairman and, President, and CEO. Starbucks had been thought of as an activist target since May — Bernstein analyst Sara Senatore hosted a call on the subject that we wrote about in our Half-Year Review.

StupidStock Move of the Day! We respect your privacy no spam ever. Q3 hedge fund letters, conference, scoops etc. Ackman may ride Starbucks for a short while and then jump to another new idea, as he did with Nike pdesentation.

Subscribe to ValueWalk Newsletter. Herbalife reports record results. Only one, Xerox, is a corporate board, he said.

Less than two weeks later, its chief financial officer announced his retirement. Yes, Urban Outfitters may be finally turnings things around. Where’s the drama on Wall Street? In June, it announced that it would accelerate efforts to improve profitability and increased its dividend. It remains to be seen whether they presentaion welcome Ackman more enthusiastically than in The Sohn conference is known to produce wild boll gyrations, as investors rush to follow the bets that major hedge fund managers make for or against stocks.


SodaStream pops on sale rumors. Send me ocassional third party offers Yes No. Save it to your desktop, read it on your tablet, or print it out to read anywhere!

Will Procter & Gamble’s New CEO Give Bill Ackman What He Wants?

Shortly thereafter, the stock was hammered by a guidance reduction. Never Miss A Story! This month alone General Electric and Perrigo, which have activists on their boards, changed their CEOs after 14 and nine months prexentation.

Yet backseat activists — riding changes led by others — can also bite. Still Ackman made it clear from those thinly veiled comments that he wants McDonald akman. Taken with a newly listed and as-yet untapped London vehicle, Trian is looking like one of the busiest activists around this autumn.

Given how many companies have been targeted after an event-driven turn in the share price by activists desperate for value look to Symantec or Ackmzn Johns for examplesit was only a matter of time before Starbucks got roasted. Less handily, the activist starts work at paint and specialty coatings company PPG at a disadvantage, revealing its stake just after the stock sold off on earnings.

Get the entire part series on our in-depth study prssentation activist investing in PDF.

Bill Ackman Ira Sohn Presentation – A Rising Tide Is a Good Gamble

As indicated at the bottom of the slide, many of these issues are addressable. Of course, the mockery is as unsurprising as the target. The Buzz All markets and investing news all the time. Sign up now for a free account. Prior to joining CNNMoney, she covered venture capital and entrepreneurs for Forbes, and mergers and bankruptcy for Mergermarket and Debtwire, both divisions of the Financial Times.


Bill Ackman Ira Sohn Presentation – A Rising Tide Is a Good Gamble –

By the end ofshares had pretty much done nothing but trade sideways, and investors were beginning to put pressure on the company to shake things up. IBM caught up in Accenture rout. Lafley will likely go down in history as a superstar executive because of how he navigated the company through a period of boll and, ostensibly, into a position of strength.

Currently, the company organizes its products into two broad divisions: Penney CEO out after troubled tenure. But he could become an agitator further down the road, pushing for management changes acmman a spinoff of the Chinese business once it has reached a healthy scale. Afterthe report cards started getting blurrier and more ambiguous as global recession and economic downturn took its toll on the company.

Investors spooked by China slowdown. TW Telecom, by contrast, could be an acquisition target down the road.

Should McDonald fail to turn things around quickly enough, who does Ackman think should step in? Ackman also stayed silent on his big billion dollar short position in multilevel marketing firm Herbalife HLF.

He deemed Level 3 to be a long-term consolidator in the industry. He didn’t mention J.