Billionaire Bill Ackman Just Poured $2.2 Billion Into These 2 Incredible Stocks

Group 1: Investment Strategy - Bill Ackman adopts a buy-and-hold strategy, purchasing stocks he believes are undervalued and holding them until their prices reflect their true values, which can take months or even years [1] - Ackman has recently invested approximately $2.2 billion into Nike and Brookfield during the third quarter [2] Group 2: Nike - Ackman acquired about$275 million worth of Nike stock in Q2 and added 13.2 million shares for over $1 billion in Q3 after disappointing earnings results [3][4] - Nike is facing challenges in managing its direct-to-consumer sales, leading to a 10$1.5 billion in the company across two quarters [7] - The company maintains a 75% ownership stake in its spun-off asset management business and operates in various sectors including infrastructure and renewable energy [8] - Brookfield aims to unlock additional value through operational improvements and plans to compound its free cash flow growth at over 20% annually for the next five years, potentially generating $47 billion in total free cash flow [10] - Shares are currently trading at about 15 times distributable earnings, with management believing the stock should trade at a multiple of 23, indicating a significant discount [11]