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Billionaire Bill Ackman Built a $2.1 Billion Stake in Microsoft After the Stock Slid. Is It Still a Buy?
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The Motley Fool
Billionaire hedge fund manager Bill Ackman, founder of Pershing Square Capital Management, made a big bet earlier this year on "Magnificent Seven" stock Microsoft (MSFT +1.92%).
In the first-quarter 13F filing, released in May, Pershing Square revealed it bought 5.7 million shares of Microsoft stock at a value of $2.1 billion.
The purchase came when Microsoft stock was trading at a price-to-earnings (P/E) ratio of 21, the lowest it had been since 2017 and some 32% below Microsoft's average P/E ratio of 31.
Microsoft stock goes parabolicSince Microsoft reported earnings on July 29, its stock has gone parabolic, as I predicted a few weeks ago.
As of the end of June, Microsoft stock had been down about 23% year to date, trading at around $373 per share.