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The creator analyzes recent stock trades disclosed by Donald Trump's investment accounts, noting that while...

Aug 24, 2026

The creator analyzes recent stock trades disclosed by Donald Trump's investment accounts, noting that while Meta was sold, significant positions were opened in Berkshire Hathaway, Cintas, Visa, and Mastercard. The creator clarifies that these trades are managed by automated, independent third-party models, not by Trump himself, and highlights the convergence of these picks with Bill Ackman's portfolio.

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NFLXNeutralLow ConvictionResearch Only

Netflix was mentioned as one of the new investments in Bill Ackman's portfolio.

MANeutralLow ConvictionResearch Only

Mastercard was identified as a major new position for both Trump's automated accounts and Bill Ackman's portfolio.

VNeutralLow ConvictionResearch Only

Visa was identified as a major new position for both Trump's automated accounts and Bill Ackman's portfolio.

CTASNeutralLow ConvictionResearch Only

Cintas was identified as one of the stocks purchased by Trump's automated investment accounts.

METANeutralLow ConvictionResearch Only

The creator notes that Trump's account sold Meta shares, but clarifies this does not necessarily signal a bearish stance.

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