S&P Global was part of Bill Ackman's recent investment in financial stocks, showing a notable year-to-date underperformance.
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Bill Ackman Just Bought Mastercard Stock! Here's Everything You Need to Know.
Aug 14, 2026
The creator discusses Bill Ackman's recent purchases of financial stocks, including Mastercard, Visa, ICE, and S&P Global. The video highlights that these stocks have underperformed the market recently and delves into the three potential sources of investment returns: dividends, earnings growth, and changes in valuation multiples, emphasizing the importance of earnings growth and multiple expansion for outperformance.
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Visa was mentioned as one of the financial stocks Bill Ackman added to his portfolio, despite its recent underperformance.
Bill Ackman recently added Mastercard to his portfolio, which is seen as a positive development, despite its recent underperformance.
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MAbuy opened Aug 14, 2026
+7.63%