Topics & People

Companies operated by their original creators, which Cohen argues execute much better than professionally managed ones.

Blue Origin
Organization

Jeff Bezos' space company, noted as being significantly behind SpaceX in development.

An investor and entrepreneur known for bidding on legacy internet companies to operationalize them.

Ron Baron
Person

Billionaire investor who encouraged Bill Ackman to invest in SpaceX.

CFO of OpenAI, praised by Bill Ackman for her thoughtful explanation of the company's capital commitments.

Blackstone
Organization

Major investment firm mentioned regarding a fairness opinion provided to Pershing Square.

Co-founder of Blackstone, who agreed to write a fairness opinion on the spin-off of Tim Hortons.

Tim Hortons
Organization

Canadian coffee and donut chain spun off from Wendy's after Bill Ackman's activist campaign.

Revolut
Organization

A financial technology neo-bank identified as an appealing secondary market opportunity.

A new index proposed by Thomas Laffont encompassing eight dominant private or recently public tech companies.

The market consisting of privately held startup companies valued at over $1 billion.

Investor who presented at the Liquidity conference.