Walmart reported flat earnings and is trading at a high valuation (43 forward PE), double that of Amazon, despite growing slower.
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Super Investors Keep Buying These Stocks
Joseph CarlsonMar 15, 2026
The creator discusses recent 13F filings from super investors, highlighting their buys and sells. Key stocks mentioned include Meta, Google, Amazon, Apple, Bank of America, and Moody's. The creator expresses bullishness on Meta and Amazon, agreeing with Bill Aman's buys and disagreeing with Berkshire Hathaway's sell of Amazon. They also discuss Moody's strong earnings and defense against the AI thesis, and provide updates on Booking Holdings and DoorDash.
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Tickers discussed in this post
Dev Cantasaria reduced his Intuit position by 15% throughout 2024-2025, while the creator has been holding and even buying more, despite the stock being down 40% year-to-date.
Chris Hone's TCI fund added to S&P Global, which has since dropped 19%, and the creator plans to buy more shares, viewing it as a strong company being sold off due to short-term concerns.
Microsoft was the most frequently bought stock by super investors in Q4 2025, with 16 investors adding to their positions, though the stock has since dropped 17%.
The creator highlights DoorDash as an incredible stock due to its convenience factor, which drives strong user and order growth, with revenue climbing 37% year-over-year.
Despite a 7% stock drop after earnings due to slightly slower revenue guidance, the creator remains bullish on Booking Holdings, viewing it as a great company with a strong report overall.
Berkshire Hathaway reduced its Bank of America position by approximately 8.9%.
Berkshire Hathaway reduced its Apple position by 4% as the stock has been going up.
The creator strongly agrees with Bill Aman's purchase of Amazon, viewing it as a better investment than Walmart due to its faster growth and lower valuation, despite concerns over capex.
The creator is very bullish on Meta, agreeing with Bill Aman's significant purchase and highlighting its cheap valuation and strong growth potential despite high capex.