Comcast was among the top stocks sold in Q4, but the creator finds it interesting due to its absurd free cash flow despite debt and low growth, suggesting it looks cheap.
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Here's What Super Investors are BUYING!!
Mar 15, 2026
The creator analyzes Q4 13F filings from hedge funds and investors to identify potential stock purchases. Key investors like Warren Buffett (Berkshire Hathaway), Li Lu, Seth Klarman, David Tepper, and Mohnish Pabrai made notable moves. The video also discusses aggregated data on net buys and sells across thousands of funds, highlighting trends in large-cap tech and specific sectors like offshore drilling and healthcare.
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ServiceNow was a significant net buy in Q4, and while the creator wants to look into it further, they currently have no strong comment due to its high multiples despite good growth and margins.
Many funds were buying Netflix in Q4, despite its continued price drop and high valuation multiples, as it's considered a dominant business.
Carl Icahn added to SandRidge, an oil and gas company that the creator has also been looking into.
Carl Icahn has been investing in energy stocks, with his largest holding being a natural gas company, and he also added to SandRidge, an oil and gas company.
Bill Ackman bought Meta stock in Q4, adding to his concentrated portfolio, while the creator notes Meta is among the most bought stocks in the aggregated data.
Mohnish Pabrai holds Noble Corp, an offshore driller, aligning with his bullish view on the sector due to undervalued assets and increasing demand for drilling services.
Mohnish Pabrai holds Valaris, an offshore driller whose stock has tripled as the company is set to be acquired, fitting his thesis on undervalued assets in the sector.
Mohnish Pabrai holds Transocean, a major offshore driller, as part of his bullish thesis on the sector where companies are undervalued relative to their fleet replacement cost.
Mohnish Pabrai added slightly to Alpha Metallurgical Coal, a holding within his concentrated portfolio focused on the coal sector.
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