ich hab für morgen früh nochmal 'ne kleine Kauforder in den Markt gelegt ... im worstworstworst case sind meine bei Ariad eingefahrenen Gewinne komplett futsch. Aber: den worstworstworst case kann (und will) ich mir hier einfach nicht vorstellen.
Ackmann hat jedenfalls die Reißleine gezogen:
Pershing Square Capital Management, L.P. (“Pershing Square”) announced today that it has sold its investment in Valeant Pharmaceuticals International, Inc. (“Valeant”) (ticker: NYSE: VRX). Pershing Square CEO Bill Ackman and Vice Chairman Steve Fraidin will remain on the Valeant board until the upcoming annual meeting but will not stand for re-election.
At its current market value, the Valeant position represented 1.5% to 3% of the various Pershing Square funds; however, the investment required a disproportionately large amount of time and resources. As a result, we elected to sell our investment and realize a large tax loss which will enable us to dedicate more time to our other portfolio companies and new investment opportunities.