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.

2,528 claims · page 21 of 26

2,528 claims, sorted by newest said. Choose a claim to read it in full.
VerdictPersonKindSaidClaimTopic
Own records only Bill Ackman Factual Jan 2016 In 2015 Pershing Square missed opportunities to trim or sell positions that approached its estimate of intrinsic value. Bill Ackman · Factual · Jan 2016 Their own work or organisation
Not researched Bill Ackman Factual Jan 2016 At year-end 2015 Pershing Square reduced its Mondelez stake by selling forward contracts on 15 million shares at an average price of about $44 per share, leaving about 105 million shares in stock and derivatives. Bill Ackman · Factual · Jan 2016 Their own work or organisation
Unresolvable Jeremy Grantham Factual Jan 2016 Near the 2000 peak Grantham challenged audiences, perhaps 2000 professionals in total, to find a bubble that had not fully broken, and he said no one offered one. Jeremy Grantham · Factual · Jan 2016 Their own work or organisation
Own records only Bill Ackman Factual Jan 2016 Pershing Square has had limited turnover on its investment team and throughout the firm since its inception. Bill Ackman · Factual · Jan 2016 Their own work or organisation
Mostly true Jeremy Grantham Factual Jan 2016 In his previous quarterly letter written in January, Grantham said market commentators were too pessimistic on global stock markets, especially the U.S. Jeremy Grantham · Factual · Jan 2016 Their own work or organisation
Mostly true Bill Ackman Factual Jan 2016 Pershing Square has never attempted to hedge short-term market movements but has sought inexpensive hedges against the risk of dramatic market declines. Bill Ackman · Factual · Jan 2016 Their own work or organisation
Own records only Jeremy Grantham Factual Jan 2016 Grantham's 2011 resources report got many multiples of the hits of a typical GMO quarterly letter. Jeremy Grantham · Factual · Jan 2016 Their own work or organisation
Unresolvable Bill Ackman Promise Jan 2016 Pershing Square expects to add at least one new investment to its portfolio in the next few months after January 2016. Bill Ackman · Promise · Jan 2016 Their own work or organisation
Not researched Jeremy Grantham Factual Jan 2016 Grantham had warned that an abrupt change to favorable weather after increased land use would cause us to 'drown in grain, rather than rain'. Jeremy Grantham · Factual · Jan 2016 Their own work or organisation
Own records only Bill Ackman Factual Jan 2016 Pershing Square's biggest valuation error was assigning too much value to 'platform value' in certain holdings. Bill Ackman · Factual · Jan 2016 Their own work or organisation
Not researched Jeremy Grantham Factual Jan 2016 Jeremy Grantham wrote a 30-page, 24-exhibit paper about six months before this letter. Jeremy Grantham · Factual · Jan 2016 Their own work or organisation
Not researched Jeremy Grantham Factual Jan 2016 GMO avoided some or much of the pain of the Japanese 1989, US tech 2000 and US housing/finance 2008 bubbles. Jeremy Grantham · Factual · Jan 2016 Their own work or organisation
Not researched Jeremy Grantham Factual Jan 2016 Grantham says he gave a clear warning of the risks of his earlier commodity call. Jeremy Grantham · Factual · Jan 2016 Their own work or organisation
Not researched Bill Ackman Factual Jan 2016 In 2015 Berkshire Hathaway underperformed the S&P 500 index by more than 1,300 basis points. Bill Ackman · Factual · Jan 2016 Their own work or organisation
Mostly true Jeremy Grantham Factual Jan 2016 Grantham had earlier warned of trouble if China quickly slowed its demand growth for minerals. Jeremy Grantham · Factual · Jan 2016 Their own work or organisation
Not researched Jeremy Grantham Factual Jan 2016 The Grantham Foundation is investing 20% of its total capital in mission-driven projects, mainly venture capital. Jeremy Grantham · Factual · Jan 2016 Their own work or organisation
Own records only Bill Ackman Factual Jan 2016 Pershing Square started slowly with Paul Hilal because his prior focus was technology and the firm had never made a technology investment. Bill Ackman · Factual · Jan 2016 Their own work or organisation
Not researched Bill Ackman Factual Jan 2016 In 2007 and 2008 Pershing Square benefited from inexpensive hedges and investments shorting the credit of highly rated, highly leveraged companies. Bill Ackman · Factual · Jan 2016 Their own work or organisation
Own records only Bill Ackman Factual Jan 2016 Ackman said that when the company's stock rose to the mid-$200s per share "this summer", "we" did not sell, believing it probable that the company would complete additional transactions that would meaningfully increase intrinsic value. Bill Ackman · Factual · Jan 2016 Their own work or organisation
Not researched Jeremy Grantham Factual Jan 2016 Grantham's original 2011 resources report warned of the possible risks to commodity prices. Jeremy Grantham · Factual · Jan 2016 Their own work or organisation
Unresolvable Bill Ackman Prediction Jan 2016 Bill Ackman said Paul was ready to pursue his own venture and that he expected him to be a great success. Bill Ackman · Prediction · Jan 2016 Their own work or organisation
Not researched Bill Ackman Factual Jan 2016 Since the first fund's inception in January 2004, the Pershing Square funds have outperformed the S&P 500 by an average of about 1,000 basis points per annum. Bill Ackman · Factual · Jan 2016 Their own work or organisation
Not researched Bill Ackman Factual Jan 2016 The decline of the Pershing Square portfolio began with Valeant's stock decline in August 2015. Bill Ackman · Factual · Jan 2016 Their own work or organisation
Not researched Bill Ackman Factual Jan 2016 Pershing Square increased its investment in Valeant through the net purchase of option contracts on the company in 2015. Bill Ackman · Factual · Jan 2016 Their own work or organisation
Own records only Jeremy Grantham Factual 2016 Over GMO's 28 years of asset allocation, most risk reduction for clients came in the 2000 and 2007 US bubbles, which GMO sidestepped to a considerable degree. Jeremy Grantham · Factual · 2016 Their own work or organisation
Not researched Jeremy Grantham Factual 2016 GMO's standard asset valuation assumption has always been that P/E multiples and profitability return to long-term trend in seven years. Jeremy Grantham · Factual · 2016 Their own work or organisation
Own records only Jeremy Grantham Factual 2016 GMO considers a 60-65% equity position what it would hold in a normal world with everything fairly priced. Jeremy Grantham · Factual · 2016 Their own work or organisation
Own records only Jeremy Grantham Factual 2016 Most of GMO's extra performance over 28 years came from ranking asset classes more correctly than not. Jeremy Grantham · Factual · 2016 Their own work or organisation
Not researched Jeremy Grantham Factual 2016 Grantham has repeated for 10 quarters his belief that there would be no traditional US equity bubble burst until the S&P 500 reached at least 2300. Jeremy Grantham · Factual · 2016 Their own work or organisation
Own records only Jeremy Grantham Factual 2016 GMO's Benchmark-Free portfolio carries almost 50% equity or equity-like exposure. Jeremy Grantham · Factual · 2016 Their own work or organisation
Own records only Jeremy Grantham Factual 2016 GMO does not expect its strategists or analysts to toe a party line. Jeremy Grantham · Factual · 2016 Their own work or organisation
Not researched Dario Amodei Factual 17 Aug 2015 Dario Amodei was an early donor to GiveWell and learned that some health charities are far more effective than others. Dario Amodei · Factual · 17 Aug 2015 Their own work or organisation
Not researched Dario Amodei Factual 17 Aug 2015 Dario Amodei has professional experience in both biology and neuroscience. Dario Amodei · Factual · 17 Aug 2015 Their own work or organisation
Unresolvable Dario Amodei Factual 17 Aug 2015 Dario Amodei thinks and talks a lot about the risks of powerful AI. Dario Amodei · Factual · 17 Aug 2015 Their own work or organisation
Unresolvable Yann LeCun Factual 18 Feb 2015 Yann LeCun has been obsessed with integrating learning end to end so machines learn good representations for over 30 years. Yann LeCun · Factual · 18 Feb 2015 Their own work or organisation
Not researched GiveWell Factual 2015 GiveWell does not count unrestricted funds in its money moved but shares a breakdown of them for context. GiveWell · Factual · 2015 Their own work or organisation
Not researched Bill Gates Factual 2015 About forty years before 2015, Bill Gates and Paul Allen bet that software and personal computers would change how people worked and played. Bill Gates · Factual · 2015 Their own work or organisation
Not researched GiveWell Factual 2015 In the past, GiveWell compared its online money moved to that of Charity Navigator and GuideStar. GiveWell · Factual · 2015 Their own work or organisation
Mostly true GiveWell Factual 2015 In 2014, GiveWell tracked $27.8 million in money moved to its recommended charities. GiveWell · Factual · 2015 Their own work or organisation
Resolved true Bill Gates Factual 2015 The UN agreed on a set of development goals once before, in 2000, and the authors call it one of the best ideas for development either of them has ever seen; they say it focused the world on key measures of basics such as good health and a chance to get an education. Bill Gates · Factual · 2015 Their own work or organisation
Own records only GiveWell Factual 2015 The limited donor growth in 2014 is largely due to many new 2013 donors, particularly those giving under $1,000, not giving again in 2014. GiveWell · Factual · 2015 Their own work or organisation
Unresolvable GiveWell Factual 2015 GiveWell's true 2014 money moved may be somewhat higher than the amount it recorded. GiveWell · Factual · 2015 Their own work or organisation
Resolved true Bill Gates Factual 2015 Bill and Melinda Gates wrote the 2015 Annual Letter about what the future holds. Bill Gates · Factual · 2015 Their own work or organisation
Not researched GiveWell Factual 2015 In the 2014 report, GiveWell did not find data from Charity Navigator and GuideStar and so has no updated comparison. GiveWell · Factual · 2015 Their own work or organisation
Unresolvable GiveWell Factual 2015 GiveWell's money moved calculation includes only donations it is confident it influenced. GiveWell · Factual · 2015 Their own work or organisation
Own records only GiveWell Factual 2015 GiveWell generally averages Google Analytics and Clicky website traffic data. GiveWell · Factual · 2015 Their own work or organisation
Not researched GiveWell Factual 2015 In 2014, traffic to GiveWell from Facebook continued to grow, and a Quartz article about the Ice Bucket Challenge drove about 10,000 visitors. GiveWell · Factual · 2015 Their own work or organisation
Not researched GiveWell Factual 2015 The 2013 drop in giving from donors over $50,000 persisted in 2014, and growth for the group as a whole was driven by other donors. GiveWell · Factual · 2015 Their own work or organisation
Not researched GiveWell Factual 2015 Donors who give $2,000 or more have contributed the majority of GiveWell's money moved. GiveWell · Factual · 2015 Their own work or organisation
Not researched GiveWell Factual 2015 Through its Open Philanthropy Project work in 2014, GiveWell advised Good Ventures to make grants totaling $8.1 million. GiveWell · Factual · 2015 Their own work or organisation
Not researched Bill Gates Factual 2015 In Bill Gates's childhood, nuclear war was the disaster people worried about most. Bill Gates · Factual · 2015 Their own work or organisation
Own records only GiveWell Factual 2015 GiveWell estimates about half of its 2014 expenses supported its traditional top charity work and about half the Open Philanthropy Project. GiveWell · Factual · 2015 Their own work or organisation
Not researched GiveWell Factual 2015 GiveWell's 2014 money moved total includes only donations it can confidently attribute to its recommendations. GiveWell · Factual · 2015 Their own work or organisation
Not researched GiveWell Factual 2015 GiveWell's four top charities received the majority of its 2014 money moved. GiveWell · Factual · 2015 Their own work or organisation
Not researched Bill Gates Factual 2015 Bill and Melinda Gates started their foundation in 2000 to back innovative work in health and education. Bill Gates · Factual · 2015 Their own work or organisation
Own records only GiveWell Factual 2015 Of the 8,970 donors who gave to GiveWell's recommended charities in 2014, GiveWell knows where 3,558 (about 40%) learned of its work. GiveWell · Factual · 2015 Their own work or organisation
Not researched Bill Gates Factual 2015 The Gates Foundation gives more money to education than to any other cause in the United States. Bill Gates · Factual · 2015 Their own work or organisation
Own records only GiveWell Factual 2015 The measured donor retention of about one third may understate true retention because some donors are anonymous or share partial information. GiveWell · Factual · 2015 Their own work or organisation
Not researched GiveWell Factual 2015 GiveWell's total expenses were $1.8 million in 2014. GiveWell · Factual · 2015 Their own work or organisation
Own records only GiveWell Factual 2015 In 2014 the number of donors giving to GiveWell's recommended charities or GiveWell unrestricted rose 9% to about 9,300. GiveWell · Factual · 2015 Their own work or organisation
Not researched GiveWell Factual 2015 The four major institutional funders and the nine largest individual donors contributed about 75% of GiveWell's funding in 2014. GiveWell · Factual · 2015 Their own work or organisation
Not researched GiveWell Factual 2015 In 2013, New York Times articles featuring GiveWell drove significant traffic to its website, which was not repeated in 2014. GiveWell · Factual · 2015 Their own work or organisation
Own records only GiveWell Factual 2015 GiveWell believes it tracked the majority of donations it influenced in 2014, though the amount of donations it is uncertain about is larger than in past years. GiveWell · Factual · 2015 Their own work or organisation
Not researched GiveWell Factual 2015 Evidence Action received significantly less in 2014 than the other three GiveWell top charities, consistent with GiveWell's review noting its limited room for more funding. GiveWell · Factual · 2015 Their own work or organisation
Resolved true GiveWell Factual 2015 In 2014, GiveWell recommended and Good Ventures made two grants: $250,000 to Evidence Action and about $34,000 to IDinsight. GiveWell · Factual · 2015 Their own work or organisation
Not researched GiveWell Factual 2015 GiveWell has reported by year running February to January since 2012 because donations cluster in late December and early January. GiveWell · Factual · 2015 Their own work or organisation
Own records only GiveWell Factual 2015 GiveWell guesses about 50% of the $1.9 million in unattributed 2014 donations to AMF were influenced by GiveWell, and did not include this in money moved. GiveWell · Factual · 2015 Their own work or organisation
Not researched Rodney Brooks Factual 16 Dec 2014 Brooks founded Rethink Robotics because of his experience with iRobot and with Chinese manufacturing of the Roomba. Rodney Brooks · Factual · 16 Dec 2014 Their own work or organisation
Delivered on time Rodney Brooks Promise 16 Dec 2014 Starting in 2015, Rethink Robotics will provide APIs allowing developers to improve Baxter. Rodney Brooks · Promise · 16 Dec 2014 Their own work or organisation
Own records only Rodney Brooks Factual 16 Dec 2014 Brooks has recently learned JavaScript. Rodney Brooks · Factual · 16 Dec 2014 Their own work or organisation
Own records only Rodney Brooks Factual 16 Dec 2014 Brooks no longer touches the product directly but takes part in prototyping that he shows to the engineers. Rodney Brooks · Factual · 16 Dec 2014 Their own work or organisation
Mostly true Rodney Brooks Factual 16 Dec 2014 Brooks first presented his 1986 layered-architecture work in France. Rodney Brooks · Factual · 16 Dec 2014 Their own work or organisation
Own records only Rodney Brooks Factual 16 Dec 2014 Rethink Robotics does not have all of those disciplines (neurobiology, ethology, psychophysics, sociology) but bases its work on user experience. Rodney Brooks · Factual · 16 Dec 2014 Their own work or organisation
Unresolvable Rodney Brooks Factual 16 Dec 2014 Brooks managed to build his first robot at age sixteen. Rodney Brooks · Factual · 16 Dec 2014 Their own work or organisation
Own records only Rodney Brooks Factual 16 Dec 2014 Baxter uses some parts of Brooks's earlier research work, but less intensively than research laboratories do. Rodney Brooks · Factual · 16 Dec 2014 Their own work or organisation
Unresolvable Scott Alexander Prediction 30 Sep 2014 Scott Alexander said he already expects this post will be used as convenient material to fling at the Blue Tribe. Scott Alexander · Prediction · 30 Sep 2014 Their own work or organisation
Resolved true Scott Alexander Factual 30 Sep 2014 Scott Alexander is a psychiatrist by profession. Scott Alexander · Factual · 30 Sep 2014 Their own work or organisation
Not researched Scott Alexander Factual 30 Sep 2014 After criticism of his bin Laden post, Scott Alexander backtracked and said he wasn't happy per se, just surprised and relieved. Scott Alexander · Factual · 30 Sep 2014 Their own work or organisation
Unresolvable Scott Alexander Factual 30 Sep 2014 The worst reaction Scott Alexander got to a blog post was to his post about the death of Osama bin Laden. Scott Alexander · Factual · 30 Sep 2014 Their own work or organisation
Mostly true Satya Nadella Factual 10 Jul 2014 Microsoft was founded on the belief that technology creates opportunities for people and organizations, by putting a PC on every desk and in every home. Satya Nadella · Factual · 10 Jul 2014 Their own work or organisation
Unresolvable Satya Nadella Promise 10 Jul 2014 Microsoft will announce its earnings results for the past quarter on July 22, 2014, and Nadella will say more then about what Microsoft is doing in FY15 to focus on its core. Satya Nadella · Promise · 10 Jul 2014 Their own work or organisation
Delivered on time Satya Nadella Promise 10 Jul 2014 During July 2014, Nadella and Microsoft's Senior Leadership Team will share more about the engineering and organization changes they believe are needed. Satya Nadella · Promise · 10 Jul 2014 Their own work or organisation
Not researched Satya Nadella Factual 3 Mar 2014 Satya Nadella decided Microsoft needs a single marketing leader and asked Chris Capossela to become EVP and Chief Marketing Officer reporting to him. Satya Nadella · Factual · 3 Mar 2014 Their own work or organisation
Resolved true Satya Nadella Factual 3 Mar 2014 Tony Bates joined Microsoft through the Skype acquisition, where he was Skype CEO, and later led Microsoft's Business Development and Evangelism team. Satya Nadella · Factual · 3 Mar 2014 Their own work or organisation
Mostly true Satya Nadella Promise 3 Mar 2014 Mark Penn will be a member of and advisor to the SLT and continue to report to Satya Nadella. Satya Nadella · Promise · 3 Mar 2014 Their own work or organisation
Unresolvable Satya Nadella Promise 3 Mar 2014 Chris Capossela will be promoted to EVP, join the SLT, and remain acting lead of the Consumer Channels Group until his replacement is named. Satya Nadella · Promise · 3 Mar 2014 Their own work or organisation
Mostly true Satya Nadella Factual 3 Mar 2014 Mark Penn's work produced Microsoft's 'Honestly' campaign and Super Bowl ad, both widely cited across the industry as examples of high impact advertising. Satya Nadella · Factual · 3 Mar 2014 Their own work or organisation
Own records only Satya Nadella Factual 3 Mar 2014 Tami Reller agrees with having a single marketing leader and will support Chris through his transition into his new role. Satya Nadella · Factual · 3 Mar 2014 Their own work or organisation
Mostly true Satya Nadella Promise 3 Mar 2014 Mark Penn will take a new role at Microsoft as EVP, Chief Strategy Officer. Satya Nadella · Promise · 3 Mar 2014 Their own work or organisation
Mostly true Satya Nadella Factual 3 Mar 2014 Chris Capossela has served in senior leadership roles across Microsoft's marketing function for many years. Satya Nadella · Factual · 3 Mar 2014 Their own work or organisation
Mostly true Satya Nadella Factual 3 Mar 2014 Over the eight months before March 2014, Tami Reller led Microsoft's Marketing Group, combining many distinct teams. Satya Nadella · Factual · 3 Mar 2014 Their own work or organisation
Not researched Satya Nadella Factual 3 Mar 2014 Tony Bates has decided to leave his Microsoft leadership role to look for his next opportunity. Satya Nadella · Factual · 3 Mar 2014 Their own work or organisation
Mixed Satya Nadella Factual 3 Mar 2014 Tami Reller has held multiple CFO roles at Microsoft, for Microsoft Dynamics, the Product and Services Division and Windows. Satya Nadella · Factual · 3 Mar 2014 Their own work or organisation
Not researched Satya Nadella Factual 3 Mar 2014 Satya Nadella discussed with the Microsoft Senior Leadership Team the need for pace and example and asked for their 'all in' commitment. Satya Nadella · Factual · 3 Mar 2014 Their own work or organisation
Unresolvable Satya Nadella Factual 3 Mar 2014 In the month before 3 March 2014, Satya Nadella talked with many Microsoft employees in person, on Yammer and in groups in Redmond, Boston and Northern California. Satya Nadella · Factual · 3 Mar 2014 Their own work or organisation
Not researched Satya Nadella Factual 3 Mar 2014 Chris Capossela has worked with retailers, operators and OEMs globally, and led Microsoft's Consumer Channels Group, overseeing launches including Windows 8/8.1, Surface and Xbox One. Satya Nadella · Factual · 3 Mar 2014 Their own work or organisation
Unresolvable Satya Nadella Factual 3 Mar 2014 Satya Nadella has met with customers and investors in recent weeks. Satya Nadella · Factual · 3 Mar 2014 Their own work or organisation
Mostly true Satya Nadella Promise 3 Mar 2014 Eric Rudder will serve as interim leader of Microsoft's Business Development and Evangelism while continuing in his current role. Satya Nadella · Promise · 3 Mar 2014 Their own work or organisation
Not researched Ørsted Factual Feb 2014 DONG Energy has accomplished the financial action plan it initiated in February 2013 to restore its financial platform for continued growth. Ørsted · Factual · Feb 2014 Their own work or organisation
Unresolvable Ørsted Prediction Feb 2014 DONG Energy expects FFO to adjusted net debt of around 25% in 2014, assuming the equity injection is completed. Ørsted · Prediction · Feb 2014 Their own work or organisation
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Bill Ackman

Open its page

Factual Their own work or organisation

“Principally, we missed the opportunity to trim or sell outright certain positions that approached our estimate of intrinsic value.”

Bill Ackman, Pershing Square letter author January 2016 Bill Ackman's Pershing Square Annual Investor Letter (2015 letter) (GuruFocus)

In 2015 Pershing Square missed opportunities to trim or sell positions that approached its estimate of intrinsic value.

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

Whether Pershing missed opportunities to trim is a judgment about its own internal decisions.

Cite this claim

Bill Ackman, “In 2015 Pershing Square missed opportunities to trim or sell positions that approached its estimate of intrinsic value.” (said January 2016). Verdict: own records only. Reliability API, claim c_268ada39314c, method 0.1.0+c876030c. https://epistacklabs.com/claims/c_268ada39314c

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