No Talent, No Alpha

No Talent, No Alpha

What I read this week...

Bill Ackman bets on a modern-day Berkshire, IRS layoffs shake up tax season, a ‘DOGE’ scandal hits federal workers, CEO confidence soars, and the Fed signals a slowing labor market.

Feb 21, 2025
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Bill Ackman Aims to Turn Howard Hughes Holdings Into a Modern-Day Berkshire Hathaway (Yahoo Finance)

Activist investor Bill Ackman outlines plans to reshape Howard Hughes Holdings into a diversified conglomerate, taking inspiration from Warren Buffett’s Berkshire Hathaway. The move focuses on leveraging real estate assets as the backbone for broader inve…

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