Booking Holdings is considered a high-quality, capital-efficient, and profitable company benefiting from travel growth, though the creator took profits and moved to Uber and DoorDash due to Booking being more mature.
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All The Pros All Buying These Companies
Aug 17, 2026
This video discusses how investors can learn from professional athletes and apply similar principles to investing, particularly by analyzing 13F filings. It highlights the investment philosophy of Dev Cantaria of Valley Forge Capital, who focuses on high-quality, efficient companies like FICO, Mastercard, Visa, and S&P Global. Despite recent underperformance, the creator notes that Valley Forge Capital has been reducing positions in companies that are currently at attractive valuations, suggesting these are not outright sells but rather strategic adjustments.
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Tickers discussed in this post
Royalty Pharma is noted for its strong upward price trend, suggesting investors are likely riding momentum with this company.
Applovin is highlighted as a second-largest position with outstanding growth, helping companies monetize and advertise, especially on mobile, and is expected to trade with volatility.
Bill Ackman still holds Brookfield Corporation, which is involved in the AI business and infrastructure projects, and is liked by the investor.
Bill Ackman slightly reduced his Amazon position, likely taking some gains and reallocating.
Bill Ackman added more to his stake in Restaurant Brands International.
The creator continues to add to their Netflix position, believing fears are baked in and the stock is 50% off its highs.
Chris Hon has added a new 'watcher' position in Martin Marietta (MLM), a company with significant market share and high barriers to entry in its geographical areas.
Door Dash is listed as a company held in the creator's portfolio, contributing to diversified risk factors.
Microsoft is mentioned as a holding in the creator's portfolio, contributing to diversified risk factors.
