Intercontinental Exchange is a high-quality, wide-moat business that could be a steady compounder, though its growth is a bit slower.
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Bill Ackman Just Bought Netflix... Again?
Aug 13, 2026
The creator discusses Bill Ackman's recent portfolio additions, focusing on Netflix and Visa. For Visa, the creator believes Ackman made a good buy, noting that the stock was trading at below-average valuation multiples with above-average growth, and the company is more entrenched than ever.
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Tickers discussed in this post
S&P Global is a wide-moat company but trades at a significant premium (27x forward PE) for its slow growth, with recent trading at 22x earnings being a historical low not seen since the COVID dip.
Mastercard, previously owned by the creator, is a high-quality, undervalued business trading at a discount to its historical valuation with strong growth.
Visa is a good buy as it trades at below-average multiples with above-average growth and an increasingly entrenched business.
Bill Ackman has re-entered a position into Netflix.
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MAbuy opened Aug 13, 2026
+7.55%