Source Post

5 Stocks I'm Buying In June 2026

Jun 4, 2026

The creator highlights five high-quality companies trading at compelling prices, agreeing with Bill Ackman's sentiment about ignoring quality stocks. He focuses on Limbach (LMB), a specialty contractor, as a key pick due to its growing data center business and strong gross profit and IBITa growth, despite flat revenue. The creator is actively buying LMB for his own portfolio.

Linked Mentions

Tickers discussed in this post

METABullishHigh ConvictionSignal-backedPrimary

Meta is a consistently bought stock that is truly undervalued, especially with the introduction of new AI-powered business agents on WhatsApp and Messenger.

MABullishMedium ConvictionSignal-backedPrimary

Despite concerns about new payment rails, Mastercard's moat remains strong, and the stock is trading at decade-low multiples, presenting a buying opportunity.

NUBullishHigh ConvictionSignal-backedPrimary

New Bank (NU) is presented as an undervalued stock with strong growth potential due to expanding customer base, operational efficiencies, and a new CFO hire.

MELIBullishHigh ConvictionSignal-backedPrimary

Mercado Libre is considered one of the cheapest stocks in the market, with strong e-commerce market share in Mexico and Latin America, accelerating ad growth, and significant runway for future expansion.

LMBBullishHigh ConvictionSignal-backedPrimary

Daniel Pronk is actively buying Limbach (LMB) due to its strong growth in the data center business and impressive gross profit and IBITa expansion, making it a primary pick.

Linked Signals

Tracked calls opened from this post

META
buy opened Jun 4, 2026
+2.94%
MELI
buy opened Jun 4, 2026
+10.96%
NU
buy opened Jun 4, 2026
+12.13%
LMB
buy opened Jun 4, 2026
-13.73%