Tencent Music is presented as a compelling investment opportunity due to its strong financials, attractive valuation, and potential for significant returns, prompting further personal research.
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Every Stock Super Investors Are Buying Right Now (13 New Buys)
Jun 4, 2026
This video discusses recent stock moves by prominent investors like Warren Buffett, Bill Ackman, and Lee Lou, as revealed by 13F filings. It highlights Berkshire Hathaway's increased stake in Alphabet and sales of UnitedHealth, Visa, and Mastercard. Bill Ackman sold Google due to valuation concerns and initiated a new position in Microsoft while increasing his Amazon stake. Lee Lou significantly reduced his Bank of America holdings and added to Crocs, while also opening new positions in financial data and rating companies like Tencent Music, Moody's, S&P Global, and MCI.
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Tickers discussed in this post
Fair Isaac, known for its FICO credit score, was acquired by Chuck Akre's firm, characterized as a data business with strong competitive advantages, despite current negative market sentiment.
Salesforce was purchased by Chuck Akre's firm, identified as a software company with strong competitive advantages, currently facing market headwinds.
Chuck Akre's firm bought Service Now, a software business with deep competitive advantages, despite current negative market sentiment.
Lee Lou established a new position in MCI, a company in the financial data and ratings sector, seen as a high-moat business at a discount.
Lee Lou opened a new position in S&P Global, recognizing it as a financial data and ratings company bought at a discount.
Lee Lou initiated a new position in Moody's, viewing it as a high-moat business in financial data and ratings.
Lee Lou added to his existing position in Crocs, the shoe company.
Lee Lou drastically reduced his Bank of America stake, selling 72% of his holdings.
Bill Ackman increased his Amazon stake by 20%, now comprising around 17% of his total holdings.
