Visa is mentioned as a stock where Chris Hohn trimmed his holdings in Q4 2025.
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Three Monopoly Stocks To Buy Now
Joseph CarlsonMar 15, 2026
The creator discusses the current market sell-off, particularly in tech stocks, and argues that many oversold companies present buying opportunities. He analyzes the valuations of Mag Seven companies, highlights S&P Global and Microsoft as potential buys based on Chris Hohn's recent activity, and refutes the bearish narrative around Duolingo, contrasting it with Netflix's past struggles. The creator also criticizes Chamath Palihapitiya's claims about Warren Buffett's outperformance being solely due to information asymmetry.
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Canadian National Railway is noted as a stock where Chris Hohn reduced his position in Q4 2025.
Canadian Pacific is mentioned as a company where Chris Hohn trimmed his position in Q4 2025.
Walmart is used as a comparison point to S&P Global, illustrating a shift in investor preference towards slower-growing retailers over data companies, despite Walmart's higher valuation.
Apple is mentioned as one of the 'big four' tech companies and a key factor in making Mag Seven valuations more reasonable when removed alongside Nvidia and Tesla.
Tesla is identified as a significant outlier in the Mag Seven due to its extremely high PE ratio, and its removal dramatically improves the average valuation of the group.
Nvidia is mentioned as one of the companies whose removal from the Mag Seven calculation helps to make the remaining group's valuations more reasonable.
Amazon is part of the 'big four' tech companies whose valuations have become more sensible after removing outliers like Tesla, making them attractive compared to the broader S&P 500.
Adobe is mentioned as another company recently rated a 'sell' by Goldman Sachs, with concerns about AI disruption being a primary factor.
Salesforce is listed as a company that Goldman Sachs has recently rated a 'sell', implying it's considered an AI loser and is being priced for significant decline.
Intuit is presented as a compelling buy opportunity, trading at its cheapest valuation in a decade across multiple metrics.
Mastercard is mentioned as being in a downtrend, reflecting the broader market pressure on established tech and financial companies.
ASML is mentioned as one of the few companies that has held its ground during the recent market sell-off, indicating resilience.
Meta is highlighted as a company trading down despite reporting strong earnings, presenting a buying opportunity with a forward PE ratio significantly lower than Walmart.
Duolingo is presented as a strong buying opportunity, with the creator arguing that bearish sentiments and Goldman Sachs' 'sell' rating are unfounded given the company's massive user growth and market appeal.
Netflix is discussed in the context of its strategic move to allow Warner Bros. to consider Paramount's offer, which is seen as a way to call Paramount's bluff and resolve potential deal drama.
Microsoft is identified as a buy opportunity, with its stock price having fallen significantly since Chris Hohn's last purchase, suggesting undervaluation.
S&P Global is presented as a buy opportunity due to its current low valuation and Chris Hohn's recent addition to his holdings, despite market fears about AI disruption.