The Motley Fool
21 Jun 2026, 14:00 UTC · 14w ago
Verdict
Headline takes no side. We score MSFT +0.90 across five claims — strongly bullish.
+0.90strongly bullish
More positive than 96% of ticker scores this week
What the story claims
5 claims · scored −1 bearish … +1 bullish
Bill Ackman's new $5 billion closed-end fund, Pershing Square USA, operates with permanent capital, allowing for long-term investment strategies regardless of cash flows.
More positive than 79% of claims this week
Ackman identifies Amazon, Microsoft, and Meta as undervalued opportunities, viewing them as 'old-fashioned' tech companies currently ignored by the market.
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5 related stories
Scored by the NIS engine · methodology.
Top 3 movers · tap to explore
More positive than 66% of claims this week
Pershing Square has shifted its portfolio allocation away from Alphabet in favor of Microsoft.
More positive than 54% of claims this week
Ackman maintains a high-conviction long position in Fannie Mae and Freddie Mac, arguing that their removal from conservatorship would unlock massive value.
More positive than 54% of claims this week
Pershing Square USA has targeted Canadian companies Restaurant Brands and Brookfield to exploit valuation discounts caused by their exclusion from U.S. indexes.
More positive than 45% of claims this week
Which stocks this story touches
More positive than 96% of ticker scores this week
Ackman considers it a significant buying opportunity and has sold other holdings to increase his position here.
More positive than 88% of ticker scores this week
Ackman views the company as an undervalued buying opportunity and a 'behemoth' currently ignored by the market.
More positive than 88% of ticker scores this week
Ackman views the company as an undervalued buying opportunity and a 'behemoth' currently ignored by the market.
More positive than 77% of ticker scores this week
Ackman identifies it as a buying opportunity trading at a lower multiple than peers.
More positive than 77% of ticker scores this week
Ackman identifies it as a buying opportunity trading at a discount relative to peers.
More positive than 71% of ticker scores this week
Bill Ackman launched this new fund to focus on long-term results and undervalued opportunities.
More positive than 71% of ticker scores this week
The fund manages a portfolio of stocks that Ackman considers undervalued buying opportunities.
More positive than 57% of ticker scores this week
Ackman still sees upside for the stock despite selling it in favor of Microsoft.
Near neutral — 92% of ticker scores this week are stronger
Mentioned only as a peer comparison for valuation.
Near neutral — 92% of ticker scores this week are stronger
Mentioned only as a peer comparison for valuation.
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Seeking Alpha
1h ago
More positive than 76% of relationship scores this week
[a_to_b] Pershing Square Holdings holds a significant position in Amazon.
More positive than 76% of relationship scores this week
[a_to_b] Pershing Square Holdings holds a significant position in Meta.
More positive than 76% of relationship scores this week
[a_to_b] Pershing Square Holdings holds a significant position in Microsoft.
+34.2%
Price agrees with the score
$509.22 vs $379.40 close before publication (Jun 18) · not market-adjusted
MSFT chart →
