McGraw Hill Financial, Inc.
MHFI
position
null
Bill Ackman
Thesis
Ackman considered McGraw-Hill due to its valuable assets like the S&P franchise but ultimately decided against investing due to concerns over potential liabilities associated with the bond rating business and the risks of litigation.
Did it work?
inconclusive
confidence: low
Since there is no price performance data available and the time elapsed since the pitch is unknown, it is difficult to assess whether the thesis played out. The concerns raised by Ackman regarding potential liabilities and litigation risks are valid but without further information on the company's performance or developments in those areas, a definitive conclusion cannot be drawn.
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