Claims

2,653 claims by 33 public figures and organisations, checked against the public record. Each has its quote, source, verdict and evidence. Read them without a key; browse by person.

28,548 claims · page 12 of 286

28,548 claims, sorted by newest said. Choose a claim to read it in full.
VerdictPersonKindSaidClaimTopic
Not researched Bill Ackman Factual 12 Aug 2026 Alcon is the world's leading ophthalmology company, with a dominant position in surgical vision and strong positions in vision care and contact lenses. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not checkable Bill Ackman Not checkable 12 Aug 2026 If Vantage achieves our goal of achieving a long-term return on equity of 20% or more Bill Ackman · Not checkable · 12 Aug 2026
Not yet due Bill Ackman Prediction 12 Aug 2026 Pershing Square believes Alcon's mid-term revenue growth target of 6%-8% remains credible. Bill Ackman · Prediction · 12 Aug 2026 Economics and markets
Not checkable Bill Ackman Not checkable 12 Aug 2026 Our strong preference is for PSH's shares to trade at or around intrinsic value for which we believe PSH's NAV per share is a conservative… Bill Ackman · Not checkable · 12 Aug 2026
Own records only Bill Ackman Factual 12 Aug 2026 Pershing Square's portfolio companies trade at 19 times its estimate of current earnings per share. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not checkable Bill Ackman Not checkable 12 Aug 2026 The latter is a decisive risk management advantage over perps venues Bill Ackman · Not checkable · 12 Aug 2026
Not checkable Bill Ackman Not checkable 12 Aug 2026 Valuation is increasingly disconnected from its fundamentals. Bill Ackman · Not checkable · 12 Aug 2026
Not checkable Bill Ackman Not checkable 12 Aug 2026 In our view, time reallocated toward short-form video is far more likely to come from share donors like linear TV or lower-quality… Bill Ackman · Not checkable · 12 Aug 2026
Own records only Bill Ackman Factual 12 Aug 2026 Pershing Square estimates ICE's more competitive lines, consolidated feeds and fixed income reference data, are only a single-digit percentage of FIDS segment revenue and a de minimis share of enterprise revenue. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not yet due Bill Ackman Prediction 12 Aug 2026 Ackman stated that "we expect" Meta to grow earnings at a rate of 20% or more over the next few years, following 2026's elevated investment. Bill Ackman · Prediction · 12 Aug 2026 Economics and markets
Not checkable Bill Ackman Not checkable 12 Aug 2026 In our view, Visa and Mastercard are among the highest-quality businesses in the world. Bill Ackman · Not checkable · 12 Aug 2026
Not researched Bill Ackman Factual 12 Aug 2026 PSH's discount to NAV is near its all-time widest level. Bill Ackman · Factual · 12 Aug 2026 Their own work or organisation
Unresolvable Bill Ackman Prediction 12 Aug 2026 Restaurant Brands (QSR) high-single-digit operating profit growth, leverage and buybacks should deliver a mid-teens total return. Bill Ackman · Prediction · 12 Aug 2026 Economics and markets
Not checkable Bill Ackman Not checkable 12 Aug 2026 In summary, in ICE we see a classic, simple, predictable, free-cash-flow-generative business that has sold off on concerns we view as… Bill Ackman · Not checkable · 12 Aug 2026
Not checkable Bill Ackman Not checkable 12 Aug 2026 We attribute this to investor concerns around stablecoin disruption, agentic commerce, and proposed U.S. regulation, each of which we… Bill Ackman · Not checkable · 12 Aug 2026
Not researched Bill Ackman Factual 12 Aug 2026 AWS revenue growth accelerated from 20% in 2024 and 2025 to more than 30% in 2026. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not checkable Bill Ackman Not checkable 12 Aug 2026 Indices is a high-margin royalty on equity market appreciation and continued active-to-passive flows. Bill Ackman · Not checkable · 12 Aug 2026
Not checkable Bill Ackman Not checkable 12 Aug 2026 We accept the volatility of earnings multiples associated with macro events and market flows on the valuation of our portfolio companies. Bill Ackman · Not checkable · 12 Aug 2026
Unresolvable Bill Ackman Prediction 12 Aug 2026 Agentic commerce is more likely to expand the payments ecosystem than to erode the card networks' moats. Bill Ackman · Prediction · 12 Aug 2026 Economics and markets
Not researched Bill Ackman Factual 12 Aug 2026 Market conditions that lowered 2026 year-to-date share prices of some Pershing Square holdings let it acquire shares in six new businesses. Bill Ackman · Factual · 12 Aug 2026 Their own work or organisation
Not checkable Bill Ackman Not checkable 12 Aug 2026 When stock prices get dislocated in the short term, the tether stretches and eventually stock prices revert to fair values. Bill Ackman · Not checkable · 12 Aug 2026
Not checkable Bill Ackman Not checkable 12 Aug 2026 While the share price performance of our portfolio companies has been highly volatile year-to-date, their underlying business progress… Bill Ackman · Not checkable · 12 Aug 2026
Unresolvable Bill Ackman Prediction 12 Aug 2026 Bill Ackman stated a belief that a favorable macro backdrop and powerful secular tailwinds should enable ICE to achieve low-to-mid-teens earnings growth, which, combined with a multiple re-rating toward year-ago levels, creates the potential for an annualized stock return in the mid-20s%. Bill Ackman · Prediction · 12 Aug 2026 Economics and markets
Not researched Bill Ackman Factual 12 Aug 2026 Netflix cash content spend has grown at about 2% annually since 2021 and EBIT margins have expanded from 21% to approximately 31.5%. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not researched Bill Ackman Factual 12 Aug 2026 S&P Global has embraced MCP connectors to power LLM workflows. Bill Ackman · Factual · 12 Aug 2026 Technology
Mostly false Bill Ackman Factual 12 Aug 2026 U.S. mortgage origination volumes are still about 50% below long-term averages. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Own records only Bill Ackman Factual 12 Aug 2026 Brookfield Corporation trades at 14 times Pershing Square's earnings estimate. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not checkable Bill Ackman Not checkable 12 Aug 2026 We believe the company's current valuation multiple represents a substantial discount for a business with such a strong growth profile and… Bill Ackman · Not checkable · 12 Aug 2026
Not researched Bill Ackman Factual 12 Aug 2026 Semiconductors and tech hardware and equipment, 8% of S&P 500 companies and 22% of its market cap, contributed nearly 85% of the index's 2026 year-to-date gains. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not researched Bill Ackman Factual 12 Aug 2026 S&P Global's valuation declined from 25 to 19 times earnings per share, its lowest in the previous five years. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not checkable Bill Ackman Not checkable 12 Aug 2026 We view AURN001 as an underappreciated call option that could become a growth and margin tailwind. Bill Ackman · Not checkable · 12 Aug 2026
Unresolvable Bill Ackman Factual 12 Aug 2026 ICE is the global benchmark for Brent crude futures with about 90% market share, with higher pricing power, growth and margins than externally cleared products. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Own records only Bill Ackman Factual 12 Aug 2026 S&P Global's Capital IQ represents less than 7% of the company's total revenue and an even smaller percentage of total profits. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not checkable Bill Ackman Not checkable 12 Aug 2026 We are fortunate in that the current market backdrop has created a highly attractive environment for Pershing Square to deploy capital into… Bill Ackman · Not checkable · 12 Aug 2026
Not checkable Bill Ackman Not checkable 12 Aug 2026 We seek to purchase our target companies at share prices that incorporate a margin of safety so that even if our estimates for the… Bill Ackman · Not checkable · 12 Aug 2026
Not researched Bill Ackman Factual 12 Aug 2026 ICE shares fell 21% in the year before Pershing Square's purchase as its multiple compressed from 25 to 17 times EPS, near a record low. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Mostly true Bill Ackman Factual 12 Aug 2026 Over the last five years, ICE's Exchanges segment grew revenue 8% and profits 10% annually, with margins expanding to 75%. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Own records only Bill Ackman Factual 12 Aug 2026 S&P Global Ratings' customers' estimated annual interest savings are roughly three times the one-time upfront fee on a new debt issuance. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Unresolvable Bill Ackman Prediction 12 Aug 2026 Bill Ackman's side said that, if they are correct that Vantage can earn significantly higher returns on capital than HHH's historical real estate business by putting HHH's excess real estate cash flows into insurance, they expect Vantage to become the substantial majority of HHH's business over the coming years. Bill Ackman · Prediction · 12 Aug 2026 Economics and markets
Not checkable Bill Ackman Not checkable 12 Aug 2026 we believe our current portfolio is highly attractive in terms of business quality and prospective earnings growth and is therefore… Bill Ackman · Not checkable · 12 Aug 2026
Not yet due Bill Ackman Promise 12 Aug 2026 Pershing Square intends to deploy the substantial majority of the $2.5-3 billion of excess cash flow expected from Howard Hughes' real estate operations over the next three to five years into its insurance operations. Bill Ackman · Promise · 12 Aug 2026 Their own work or organisation
Unresolvable Bill Ackman Prediction 12 Aug 2026 Pershing Square estimates that its projected investment returns will be higher than returns implied by its portfolio companies' underlying EPS growth. Bill Ackman · Prediction · 12 Aug 2026 Their own work or organisation
Unresolvable Bill Ackman Prediction 12 Aug 2026 Pershing Square says its current holdings trade at discounted multiples significantly below where it expects them to trade over the intermediate and long term. Bill Ackman · Prediction · 12 Aug 2026 Economics and markets
Unresolvable Bill Ackman Prediction 12 Aug 2026 The Trump administration will have ample time to deliver on its Fannie Mae and Freddie Mac promises, and the shares will be worth many times today's prices once it does. Bill Ackman · Prediction · 12 Aug 2026 AI policy and governance
Not yet due Bill Ackman Prediction 12 Aug 2026 Pershing Square estimates that its portfolio companies have an average prospective annual EPS growth rate of about 20% over the next three to five years. Bill Ackman · Prediction · 12 Aug 2026 Economics and markets
Not researched Bill Ackman Factual 12 Aug 2026 PSH's year-to-date NAV return as of August 11, 2026 was -4.3%, versus +13.7% for the S&P 500. Bill Ackman · Factual · 12 Aug 2026 Their own work or organisation
Not researched Bill Ackman Factual 12 Aug 2026 Uber trades at 19 times earnings, near its lowest-ever valuation. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not researched Bill Ackman Factual 12 Aug 2026 Uber's earnings are on pace to grow approximately 35% in 2026. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not researched Bill Ackman Factual 12 Aug 2026 Alcon recently authorized a new $1.5 billion share repurchase program. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not researched Bill Ackman Factual 12 Aug 2026 ICE's Fixed Income & Data Services and Mortgage Technology segments have profit margins of 45% and 41% respectively. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not yet due Bill Ackman Prediction 12 Aug 2026 The letter states an expectation that each of its current portfolio companies will grow EPS at an annual rate of 15% or more over the next three to five years, with about half expected to achieve EPS growth of 20% or more over the same period. Bill Ackman · Prediction · 12 Aug 2026 Economics and markets
Not checkable Bill Ackman Not checkable 12 Aug 2026 The careful selection of a portfolio of high-quality businesses that we expect will continue to generate high levels of earnings growth… Bill Ackman · Not checkable · 12 Aug 2026
Not checkable Bill Ackman Not checkable 12 Aug 2026 Netflix has since effectively won the streaming wars. Bill Ackman · Not checkable · 12 Aug 2026
Mostly true Bill Ackman Factual 12 Aug 2026 Howard Hughes' acquisition of Vantage and recruitment of Marc and David underpin its transformation from a pure-play real-estate business into an insurance-focused holding company. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not checkable Bill Ackman Not checkable 12 Aug 2026 In the short term, the impact of a reduction in a company's P/E multiple can easily overwhelm the positive impact of a company's earnings… Bill Ackman · Not checkable · 12 Aug 2026
Not researched Bill Ackman Factual 12 Aug 2026 Global debt issuance is currently benefiting from tailwinds including AI capex, rising M&A volumes, refinancing walls of COVID-era debt in 2027 and 2028, and infrastructure needs. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Unresolvable Bill Ackman Prediction 12 Aug 2026 Pershing Square expects its six new investments to be material contributors to its future investment performance. Bill Ackman · Prediction · 12 Aug 2026 Their own work or organisation
Resolved true Bill Ackman Factual 12 Aug 2026 Pershing Square recently made new investments in Visa, Mastercard, Netflix, S&P Global, Intercontinental Exchange and Alcon. Bill Ackman · Factual · 12 Aug 2026 Their own work or organisation
Not researched Bill Ackman Factual 12 Aug 2026 ICE has delivered an 18% annualized return since its 2005 IPO and 15% annual EPS growth since 2006, with EPS growing in each of the last nineteen years. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not checkable Bill Ackman Not checkable 12 Aug 2026 We are on it. Bill Ackman · Not checkable · 12 Aug 2026
Not checkable Bill Ackman Not checkable 12 Aug 2026 There is no guarantee we will be correct in our assessments of their future growth potential, and our estimates are inherently imprecise. Bill Ackman · Not checkable · 12 Aug 2026
Not checkable Bill Ackman Not checkable 12 Aug 2026 Each of SPGI's benchmark franchises is a high-margin, IP licensing business with a formidable competitive moat inside an oligopolistic… Bill Ackman · Not checkable · 12 Aug 2026
Unresolvable Bill Ackman Prediction 12 Aug 2026 The statement says that AI may eventually exert price or volume pressure on a relatively small percentage of S&P Global's Market Intelligence revenues, and expresses the belief that this will be offset by growing demand for high-quality proprietary and curated data. Bill Ackman · Prediction · 12 Aug 2026 AI, the economy and work
Unresolvable Bill Ackman Prediction 12 Aug 2026 The statement says the speaker's side believes Amazon can compound earnings at a 20%-plus rate longer term. Bill Ackman · Prediction · 12 Aug 2026 Economics and markets
Own records only Bill Ackman Factual 12 Aug 2026 Over the prior two decades Pershing Square has built a library of hundreds of businesses that meet its core investment principles. Bill Ackman · Factual · 12 Aug 2026 Their own work or organisation
Not researched Bill Ackman Factual 12 Aug 2026 Vantage was purchased at an effective multiple of 1.4 times its book value. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not checkable Bill Ackman Not checkable 12 Aug 2026 We believe M365's deep embeddedness in daily workflows, superior price-to-value proposition and proprietary Copilot AI agent make it far… Bill Ackman · Not checkable · 12 Aug 2026
Not researched Bill Ackman Factual 12 Aug 2026 ICE's Exchanges segment generates nearly 70% of its earnings, anchored by an energy franchise with revenues more than 2.5 times those of its next-largest competitor. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not researched Bill Ackman Factual 12 Aug 2026 Pershing Square recently established an investment in Intercontinental Exchange, a business it has followed for nearly a decade. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not researched Bill Ackman Factual 12 Aug 2026 Pershing Square Holdings' NAV return in H1 2026 was -12.6%, versus +10.2% for the S&P 500. Bill Ackman · Factual · 12 Aug 2026 Their own work or organisation
Not checkable Bill Ackman Not checkable 12 Aug 2026 By investing in businesses that have higher rates of sustainable earnings growth, we can achieve high levels of investment returns without… Bill Ackman · Not checkable · 12 Aug 2026
Not researched Bill Ackman Factual 12 Aug 2026 The S&P 500 rose about 10% in the first six months of 2026, with nearly all gains from two sectors supplying AI infrastructure. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not researched Bill Ackman Factual 12 Aug 2026 Through the cycle, S&P Global Ratings has averaged 7% revenue growth, comprising 4% debt issuance growth and 3% pricing. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not researched Bill Ackman Factual 12 Aug 2026 Bill Ackman said that "our" opportunity to invest in S&P Global arose amid concerns of AI disintermediation of the company's data offerings and workflow and analytics products, including Capital IQ. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not checkable Bill Ackman Not checkable 12 Aug 2026 In the short term, stock prices are often, and sometimes materially, disconnected - either favorably or unfavorably - from intrinsic values. Bill Ackman · Not checkable · 12 Aug 2026
Not researched Bill Ackman Factual 12 Aug 2026 The statement estimates that Indices generates over 70% of its profits from ownership of the S&P 500 trademark, and describes the S&P 500 as the dominant global equity benchmark with over $20 trillion of assets indexed to or benchmarked against it. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not checkable Bill Ackman Not checkable 12 Aug 2026 Collectively, S&P's benchmark businesses have formidable competitive positions and attractive growth prospects, with next to no AI… Bill Ackman · Not checkable · 12 Aug 2026
Not checkable Bill Ackman Not checkable 12 Aug 2026 Despite the name, a perp is most economically akin to a total return swap that never expires. Bill Ackman · Not checkable · 12 Aug 2026
Not researched Bill Ackman Factual 12 Aug 2026 Brookfield has immaterial exposure to private credit and software risks and has outperformed peers year-to-date in 2026. Bill Ackman · Factual · 12 Aug 2026 Economics and markets
Not checkable Jim Cramer Not checkable Aug 2026 I love themes. They help you craft a portfolio of stocks with the wind at their backs, not in their faces, Jim Cramer · Not checkable · Aug 2026
Mostly true Jim Cramer Factual Aug 2026 Earnings from banks, travel companies and retailers suggest the consumer is not as totally stretched as has repeatedly been claimed. Jim Cramer · Factual · Aug 2026 Economics and markets
Not yet due Jim Cramer Prediction Aug 2026 Cramer said he thinks this quarter's information is fresh enough that picking a travel, semiconductor capital equipment, cybersecurity, M&A-related or medtech stock would greatly increase investors' chances of making money for the rest of 2026. Jim Cramer · Prediction · Aug 2026 Economics and markets
Mostly true Jim Cramer Factual Aug 2026 There is currently a shortage of every kind of memory used in data centers. Jim Cramer · Factual · Aug 2026 AI compute, hardware and data
Unresolvable Elon Musk Factual 27 Jul 2026 The Anthropic team left OpenAI because they did not trust Sam Altman. Elon Musk · Factual · 27 Jul 2026 Their own work or organisation
Unresolvable Elon Musk Prediction 27 Jul 2026 Musk's companies would do very well for several years without him. Elon Musk · Prediction · 27 Jul 2026 Their own work or organisation
Not checkable Elon Musk Not checkable 27 Jul 2026 I don't think that helps. Elon Musk · Not checkable · 27 Jul 2026
Not yet due Elon Musk Prediction 27 Jul 2026 Asked whether he was sure that humans would no longer be in control in 10 years' time (by 2036), Musk said "I think it is unlikely", and added that if the gap in intelligence were vast, it would be hard to imagine the chimpanzees being in charge. Elon Musk · Prediction · 27 Jul 2026 AI safety and alignment
Not checkable Elon Musk Not checkable 27 Jul 2026 I'm very good at predicting the future. Elon Musk · Not checkable · 27 Jul 2026
Not checkable Elon Musk Not checkable 27 Jul 2026 China's also got some very good robot companies. Elon Musk · Not checkable · 27 Jul 2026
Not researched Elon Musk Factual 27 Jul 2026 London is a much safer city than any city in the United States. Elon Musk · Factual · 27 Jul 2026 Other
Not checkable Elon Musk Not checkable 27 Jul 2026 My batting average is, is very high for a human. Elon Musk · Not checkable · 27 Jul 2026
Not researched Elon Musk Factual 27 Jul 2026 Starlink was never sold to Russians at any point. Elon Musk · Factual · 27 Jul 2026 Technology
Not checkable Elon Musk Not checkable 27 Jul 2026 It's not print money. You create money in the database. Elon Musk · Not checkable · 27 Jul 2026
Not yet due Elon Musk Prediction 27 Jul 2026 A civil war in Britain is probably about 20 years away. Elon Musk · Prediction · 27 Jul 2026 Other global risks
Mostly true Elon Musk Factual 27 Jul 2026 China already produces more electricity than the United States, Europe and India combined. Elon Musk · Factual · 27 Jul 2026 Other
Not checkable Elon Musk Not checkable 27 Jul 2026 calling a far right, I think, is an insult to, to history, an insult to many peoples, and it is an outrageous falsehood. Elon Musk · Not checkable · 27 Jul 2026
Not researched Elon Musk Factual 27 Jul 2026 Elon Musk said he suspects that the Stockfish chess program running on a phone could probably beat the player named in the transcript as "Magnus Carlton". Elon Musk · Factual · 27 Jul 2026 AI capabilities
Unresolvable Elon Musk Prediction 27 Jul 2026 Elon Musk guessed that China's electricity production will reach about four times that of the U.S., which he said is roughly in proportion to population. Elon Musk · Prediction · 27 Jul 2026 Other
Not researched Elon Musk Factual 27 Jul 2026 The goal of DOGE was to try to do something about the US federal deficit, which is massive. Elon Musk · Factual · 27 Jul 2026 AI policy and governance
Not checkable Elon Musk Not checkable 27 Jul 2026 Yes. I'm in favor of immigration. Elon Musk · Not checkable · 27 Jul 2026
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Bill Ackman

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Factual Economics and markets

“We estimate the more competitive lines such as consolidated feeds and fixed income reference data drive only a single-digit percentage of segment revenue and a de minimis share of enterprise revenue.”

Pershing Square Holdings, Investment Manager letter 12 August 2026 Pershing Square H1 2026 Letter To Shareholders (Seeking Alpha)

Pershing Square estimates ICE's more competitive lines, consolidated feeds and fixed income reference data, are only a single-digit percentage of FIDS segment revenue and a de minimis share of enterprise revenue.

Own records only Only the person's or their organisation's own records speak to it, so it is not scored.

Said for an organisation they lead or work for; it counts on both records.

Reasoning

It is Pershing Square's own estimate of ICE line revenue, which only the subject's own records could settle.

Cite this claim

Bill Ackman, “Pershing Square estimates ICE's more competitive lines, consolidated feeds and fixed income reference data, are only a single-digit percentage of FIDS segment revenue and a de minimis share of enterprise revenue.” (said 12 August 2026). Verdict: own records only. Reliability API, claim c_61cfb5f7a2fd, method 0.1.0+c876030c. https://epistacklabs.com/claims/c_61cfb5f7a2fd

Verdicts are made automatically; how verdicts and scores are made. The same data is on Hugging Face under CC BY 4.0.