The creator briefly mentions PSEC as a closed-end fund that will be discussed later, but the primary focus is on PSH.
Source Post
Why $PSUS deserves a premium to NAV and $PS deserves a premium multiple | Marlton's James Elbaor
May 19, 2026
The podcast discusses two entities related to the Pershing Square complex: PSUS, a new closed-end fund, and PS, the management company that recently IPO'd. The guest, James Elbaor, believes PSUS deserves a premium to its Net Asset Value (NAV) and sees potential in PS as a management company. The discussion also revisits Pershing Square Holdings (PSH), a UK investment trust, noting its strong performance relative to the S&P 500 since September 2022, despite a recent pullback, and highlights its continued discount to NAV.
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