Source Post

I Asked Bill Ackman About His #1 Holding. It Wasn't a Tech Stock

Jul 30, 2026

The creator discusses Brookfield Asset Management (BAM), differentiating it from Brookfield Corporation. BAM is highlighted as a top holding for Mohnish Pabrai and considered a cheap AI infrastructure play with a high dividend yield.

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Tickers discussed in this post

BAMBullishHigh ConvictionSignal-backedPrimary

Brookfield Asset Management (BAM) is a great business, one of the best AI infrastructure plays, that is cheap and has a high dividend yield.

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Tracked calls opened from this post

BAM
buy opened Jul 30, 2026
-7.03%