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r/valueinvesting
Howard Hughes Holdings
Investor summaryNeutral
Author considers HHH a long-term savings vehicle due to its Berkshire-like insurance float strategy, but seeks validation to avoid hype.
Bull points
- HHH employs a Berkshire-like strategy of collecting insurance float to invest in equities rather than government bonds.
- Managed by Bill Ackman, offering a hands-off approach for investors with limited time.
Bear points
- Investors might be too easily swayed by the manager's pitch, raising concerns about valuation and hype.
- Lack of deep personal due diligence when relying solely on the manager's strategy.
HHH价值 / 回购
Post body
i was wondering how value investing reddit sees HHH, Bill Ackmans own little Berkshire.
Same strategy: collect insurance float and invest into stock, instead of leverging up boring old government paper.
I was thinking of giving this a go. Since i only pick stocks and dont own any index fund, i figured i use HHH as my savings account longterm to park winnings. But also, i feel like im sold on the pitch a bit too easily. I mean, Bill's pretty good at that investment stuff, and my time is limited.
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