Alon is ranked sixth out of six, with a valuation that is cheaper than its history but not distressed, and requires significant faith in future improvement.
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Bill Ackman Just Bought 6 Stocks — I Ranked Them
Aug 13, 2026
Bill Ackman's recent stock purchases are analyzed, focusing on his strategy of buying quality companies that have become disconnected from their intrinsic value due to market focus on AI and tech. The creator ranks these six stocks, including Netflix, Visa, Mastercard, Intercontinental Exchange, Alcon, and S&P Global, based on their risk-reward profile, noting that while the market is near record highs, individual companies are becoming cheap due to concentrated investor attention.
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S&P Global is a new stock position for Bill Ackman, and the creator's valuation work aligns with Wall Street's view of fair value.
Alcon is one of the six stocks Bill Ackman has recently acquired, and the creator finds it attractive based on their valuation analysis.
Intercontinental Exchange is a new stock position for Bill Ackman, and the creator notes it looks attractive based on their valuation work.
Mastercard is one of the six stocks Bill Ackman has bought, and the creator finds it attractive after performing their own valuation analysis.
Visa is among the six stocks Bill Ackman recently purchased, with the creator noting it looks attractive and has undergone their own valuation work.
Netflix is one of six stocks Bill Ackman has bought, with Pershing Square having followed it for years and waiting for its price to disconnect from its worth.
Oracle is mentioned as an AI infrastructure beneficiary that is currently performing strongly.
Broadcom is listed as an AI infrastructure beneficiary that is performing well in the current market.
Nvidia is mentioned as a stock that has surged this year, up 20%, as part of the AI infrastructure trade.
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