The creator highlights Mastercard as a 'boring cash machine' being bought by both Trump and Bill Ackman.
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The creator analyzes recent portfolio shifts by Donald Trump and Bill Ackman, highlighting a rotation out o...
Aug 24, 2026
The creator analyzes recent portfolio shifts by Donald Trump and Bill Ackman, highlighting a rotation out of big tech and into defensive assets and payment networks.
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The creator highlights Visa as a 'boring cash machine' being bought by both Trump and Bill Ackman.
The creator notes that Trump sold Palantir as part of a portfolio reshuffle.
The creator notes that Trump sold Meta as part of a portfolio reshuffle.
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