Bill Ackman vs. Chris Hohn: Inside the $10B Microsoft Stock Trade
In the same quarter, Bill Ackman built a $2.1 billion Microsoft position, and Chris Hohn’s TCI sold $8 billion. Same business. Opposite trades. The fact pattern that decides which one is right is sitting in plain sight in Microsoft’s filings. Here is the math, the misread, and the framework you can copy. TL;DR Two billionaires […]
March 2026 Market Review: Iran Oil Shock, Job Losses, & the Software Rally
War with Iran, oil above $90, a 92,000-job loss, and the software rally that no one expected Published: March 8, 2026 | Red Bank, NJ TL;DR — Weekly market summary The S&P 500 closed at 6,740.02 on March 6, falling 2.0% for the week and reaching its lowest close of 2026 after U.S.-Israeli strikes on […]
