The creator is bullish on S&P Global, noting it is a high-quality business trading at a discount to historical multiples.
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The creator analyzes recent stock additions by billionaire investor Bill Ackman, discussing his performance...
Aug 17, 2026
The creator analyzes recent stock additions by billionaire investor Bill Ackman, discussing his performance relative to the S&P 500 and evaluating several of his portfolio holdings.
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The creator maintains a bullish stance on Meta, viewing it as one of the strongest companies in the world despite recent challenges.
The creator likes Netflix but is waiting for a better price given current fundamentals.
Mastercard is identified as a high-quality compounder trading at a relative discount to its historical multiples.
Visa is identified as a high-quality compounder trading at a relative discount to its historical multiples.
The creator views Microsoft as a great company but currently less attractive as a buy due to its recent rally.
The creator expresses a bullish view on Uber, noting that much of the downside is already priced in.
The creator explicitly states that Restaurant Brands International is not an investment they would consider.
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