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Tag: ValueInvesting

Colorful illustrated poster showing a pilot in a simulator, defense drones in background, and stock graphs in the clouds—symbolizing CAE’s growth across civil and military aviation.

CAE Inc. (NYSE: CAE) – Flying High and Simulating Higher

From flight simulators to defense training, CAE is flying high in Charles Brandes's portfolio. Here's why this stock might just land a spot in yours.

 

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Follow the Money—Ackman Style

🚗💼 Bill Ackman’s Pershing Square: Betting Big, Driving Hertz, and Not Crashing the Portfolio

Bill Ackman’s Pershing Square has made headlines again—this time for a turbo-charged bet on Hertz that’s now doubled in value. But this isn’t a one-hit wonder. From fast food giants to activist showdowns, Ackman’s concentrated strategy, sharp risk management, and occasional billion-dollar “oopsies” make him one of Wall Street’s most compelling players.

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