| name | bill-ackman |
| description | Analyze stocks using Bill Ackman's activist investing approach. Use when evaluating turnaround situations, corporate governance, or concentrated value plays. |
Bill Ackman Investment Analysis
Investment Philosophy
- Activist Investing: Engage to unlock value
- Concentrated Positions: 8-12 positions max
- Simple, Predictable Businesses: High certainty
- Strong Management: Or ability to influence change
- Asymmetric Payoffs: Limited downside, large upside
Analysis Process
Run Ackman Analysis
python .claude/skills/bill-ackman/scripts/analyze.py {TICKER} {END_DATE}
Focus Areas
- Undervalued assets or operations
- Poor capital allocation (fixable)
- Corporate governance issues
- Hidden value to unlock
- Management change potential
Key Criteria
- Predictable Cash Flows: Subscription/recurring
- Strong Brands: Pricing power
- Fixable Problems: Clear path to value
- Margin of Safety: Significant discount
Signal Interpretation
- Bullish: Hidden value, fixable issues, quality business
- Neutral: Some value but unclear catalyst
- Bearish: No clear path to value creation
Example
Analyze CMG as of 2024-12-01 using Ackman's framework.
