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.Bill Ackman discussed why he believed $GOOGL (Alphabet) was undervalued and overlooked in his February 2024 interview with Lex Fridman. During the conversation, Ackman explained that concerns over Google's competitive position in AI caused the market to overreact, pushing down the stock price and creating a compelling buying opportunity.... show more

Ted Zhang

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185,116 просмотров • 7 месяцев назад •via X (Twitter)

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"I think there's tremendous alpha in the largest cap." Alex manages $17B and runs one of the best performing hedge funds over the last 3 years. "There's a huge structural underweight of the largest tech companies in the world. We also realized that a lot of our performance over the years was from some of the largest companies. There's a belief that there's no alpha in large cap, so the largest pools of capital are underweight this. They have a lot of small and mid managers that are stock pickers because it's intuitive that large cap can't have alpha. In tech, the leader usually grows bigger and wins and develops very high market share quickly, and there's great competitive advantages. So this is gonna lead to massive profit pools and massive market caps. Most endowments are betting against this because they're completely underweight this. I think there's tremendous alpha in the largest cap because a small cap, it just takes one person to figure out it's good and move it up. But it takes a hundred diversified PMs to realize Google's not a loser, it's a winner. And can we figure that out before 95% of those generalist PMs, and we've been able to do it."

"I think there's tremendous alpha in the largest cap." Alex manages $17B and runs one of the best performing hedge funds over the last 3 years. "There's a huge structural underweight of the largest tech companies in the world. We also realized that a lot of our performance over the years was from some of the largest companies. There's a belief that there's no alpha in large cap, so the largest pools of capital are underweight this. They have a lot of small and mid managers that are stock pickers because it's intuitive that large cap can't have alpha. In tech, the leader usually grows bigger and wins and develops very high market share quickly, and there's great competitive advantages. So this is gonna lead to massive profit pools and massive market caps. Most endowments are betting against this because they're completely underweight this. I think there's tremendous alpha in the largest cap because a small cap, it just takes one person to figure out it's good and move it up. But it takes a hundred diversified PMs to realize Google's not a loser, it's a winner. And can we figure that out before 95% of those generalist PMs, and we've been able to do it."

Patrick OShaughnessy

155,259 просмотров • 16 дней назад

Bill Ackman said one of the biggest edges in investing is being willing to underwrite a business 3-5 years out which is why he owns $AMZN, $META & $GOOGL. Volatility is the price you pay for long-term compounding when the market gives you the chance to buy value at a discount.

Bill Ackman said one of the biggest edges in investing is being willing to underwrite a business 3-5 years out which is why he owns $AMZN, $META & $GOOGL. Volatility is the price you pay for long-term compounding when the market gives you the chance to buy value at a discount.

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BILL MAHER: “In the State of the Union address, Trump was bragging that he was ending wars, that the gas prices were going down, the stock market was through the roof, jobs were doing great.” “Now we’re in a war. Gas prices have spiked, the stock market is going down, and we’ve lost a lot of jobs.” “It’s like his even more evil twin replaced his usual evil twin.”

BILL MAHER: “In the State of the Union address, Trump was bragging that he was ending wars, that the gas prices were going down, the stock market was through the roof, jobs were doing great.” “Now we’re in a war. Gas prices have spiked, the stock market is going down, and we’ve lost a lot of jobs.” “It’s like his even more evil twin replaced his usual evil twin.”

Vigilant Fox 🦊

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Dan Ives: To me this is a top 3 buying opportunity I'v seen in a decade. The market got this way wrong! $NVDA $ORCL

Dan Ives: To me this is a top 3 buying opportunity I'v seen in a decade. The market got this way wrong! $NVDA $ORCL

Cheddar Flow

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Hitler ….. “the Stock Market as a tool for Jewish control over an economic system, that ultimately grinds down the interest of the nation through speculation and swindle” Epstein- “the Stock Market as a tool for Jewish control over an economic system, that ultimately grinds down the interest of the nation through speculation and swindle”

Hitler ….. “the Stock Market as a tool for Jewish control over an economic system, that ultimately grinds down the interest of the nation through speculation and swindle” Epstein- “the Stock Market as a tool for Jewish control over an economic system, that ultimately grinds down the interest of the nation through speculation and swindle”

Uncommon Sense

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$AMD will be a multi-trillion $ company. The AI accelerator TAM will exceed $1T by 2030, and the market will only keep growing. As Lisa Su says: “We’re in a market where you can think of computing as equating to intelligence. If you can get more intelligence, why wouldn’t you want more computing?” While big tech like $GOOGL with TPUs and $AMZN with Trainium are building their own ASICs, GPUs—especially $NVDA and $AMD —are expected to dominate, representing 70–75% of the AI accelerator market by the end of 2030.

$AMD will be a multi-trillion $ company. The AI accelerator TAM will exceed $1T by 2030, and the market will only keep growing. As Lisa Su says: “We’re in a market where you can think of computing as equating to intelligence. If you can get more intelligence, why wouldn’t you want more computing?” While big tech like $GOOGL with TPUs and $AMZN with Trainium are building their own ASICs, GPUs—especially $NVDA and $AMD —are expected to dominate, representing 70–75% of the AI accelerator market by the end of 2030.

Daniel

45,866 просмотров • 6 месяцев назад

Tommy Lee believes that the AI market will be HUGE. $NBIS $IREN $GOOGL $NVDA $AMD He sees AI stocks going much higher, especially $NVDA has no business trading at 27x earnings. Lee sees a several trillion dollar opportunity in the US alone, driven by AI's ability to turn 130M workers into "super workers". Furthermore, he believes that AI business models must evolve from simply charging $20 per month for access to capture this opportunity. AI companies must deploy AI agentic services. Yet, AI tech is ahead of the applications. This means that the next big AI winners will come from businesses selling real AI applications such as $ZETA. However, Lee sees banks, especially $JPM, as huge winners and rates them as "criminally undervalued." Is he right?

Tommy Lee believes that the AI market will be HUGE. $NBIS $IREN $GOOGL $NVDA $AMD He sees AI stocks going much higher, especially $NVDA has no business trading at 27x earnings. Lee sees a several trillion dollar opportunity in the US alone, driven by AI's ability to turn 130M workers into "super workers". Furthermore, he believes that AI business models must evolve from simply charging $20 per month for access to capture this opportunity. AI companies must deploy AI agentic services. Yet, AI tech is ahead of the applications. This means that the next big AI winners will come from businesses selling real AI applications such as $ZETA. However, Lee sees banks, especially $JPM, as huge winners and rates them as "criminally undervalued." Is he right?

Ray Myers

117,200 просмотров • 6 месяцев назад

BENJAMIN COWEN WENT FROM NASA AND NUCLEAR ENGINEERING TO OVER 1.1 MILLION FOLLOWERS ANALYZING CRYPTO His advice for surviving a bear market comes down to one line: "The bears sound smart, the bulls make money." He explained the rule he repeats to himself constantly: "It's OK to be a bear in a bear market, and it's OK to be a bull in a bull market. It's not OK to remain a bear in a bull market, and it's not OK to remain a bull in a bear market." Cowen says he's been bearish on Bitcoin since late last year, but he's watching for the moment that flips. shoutout Benjamin Cowen

BENJAMIN COWEN WENT FROM NASA AND NUCLEAR ENGINEERING TO OVER 1.1 MILLION FOLLOWERS ANALYZING CRYPTO His advice for surviving a bear market comes down to one line: "The bears sound smart, the bulls make money." He explained the rule he repeats to himself constantly: "It's OK to be a bear in a bear market, and it's OK to be a bull in a bull market. It's not OK to remain a bear in a bull market, and it's not OK to remain a bull in a bear market." Cowen says he's been bearish on Bitcoin since late last year, but he's watching for the moment that flips. shoutout Benjamin Cowen

WOLF

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“The stock market was 50,000 … so I said this was a good time to solve a problem that we had to solve, and it’s what I did (War with Iran)”. If this was actually about an imminent threat from Iran, why would the price of the stock market be one of the factors on timing?

“The stock market was 50,000 … so I said this was a good time to solve a problem that we had to solve, and it’s what I did (War with Iran)”. If this was actually about an imminent threat from Iran, why would the price of the stock market be one of the factors on timing?

Murray 🇺🇸

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Here's how the stock market reacted to the psychotic Oompa Loompa's announcement that he will impose 25% tariffs on Canada and Mexico, along with 10% on China. $AAPL $MSFT $NVDA $AMZN $GOOGL $META $TSLA 😳👇

Here's how the stock market reacted to the psychotic Oompa Loompa's announcement that he will impose 25% tariffs on Canada and Mexico, along with 10% on China. $AAPL $MSFT $NVDA $AMZN $GOOGL $META $TSLA 😳👇

Bill Madden

112,761 просмотров • 1 год назад

The sharp stock market correction—down 10% over three days— is only in response to that part of the tariff plan that was unexpected. And even now, it prices in a chance the President backs off. Implication: The market reaction *understates* how much damage these tariffs will do.

The sharp stock market correction—down 10% over three days— is only in response to that part of the tariff plan that was unexpected. And even now, it prices in a chance the President backs off. Implication: The market reaction understates how much damage these tariffs will do.

Justin Wolfers

417,074 просмотров • 1 год назад

Our Portfolio Manager, Mohnish Pabrai, hosts quarterly $WAGN shareholder calls, where he answers investor questions about the portfolio’s existing positions. On our March 11, 2026 call, Mohnish discussed the resilience of "vertical market software," and why market concerns about AI created what we believe was a rare opportunity to invest in Constellation Software ($CSU).

Our Portfolio Manager, Mohnish Pabrai, hosts quarterly $WAGN shareholder calls, where he answers investor questions about the portfolio’s existing positions. On our March 11, 2026 call, Mohnish discussed the resilience of "vertical market software," and why market concerns about AI created what we believe was a rare opportunity to invest in Constellation Software ($CSU).

Pabrai Wagons ETF

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During the @NVIDIA Q&A with Jensen I had the chance to ask the final question: "With the PC market being low margin and cut throat, why enter it now?" His answer was compelling. He dismisses margin concerns and focuses on the opportunity to add value and reinvent what we love.

During the @NVIDIA Q&A with Jensen I had the chance to ask the final question: "With the PC market being low margin and cut throat, why enter it now?" His answer was compelling. He dismisses margin concerns and focuses on the opportunity to add value and reinvent what we love.

Ryan Shrout

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🚨 BOOM: Sec. Scott Bessent just laid it out PERFECTLY "Prices are going to come down VERY quickly. The conflict will end! If we look at the stock market, what is the stock market see right now? The stock market is looking through this. Corporate earnings are GOOD, employment is good and this gasoline, this temporary aberration will be over in a matter of weeks or a MONTH." 🔥

🚨 BOOM: Sec. Scott Bessent just laid it out PERFECTLY "Prices are going to come down VERY quickly. The conflict will end! If we look at the stock market, what is the stock market see right now? The stock market is looking through this. Corporate earnings are GOOD, employment is good and this gasoline, this temporary aberration will be over in a matter of weeks or a MONTH." 🔥

Eric Daugherty

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DeepSeek Stock Market Plunge Explained Here's a quick overview of what is happening with the Chinese AI model DeepSeek, NVIDIA, and the stock market. I’ll have a long-form podcast on this soon - follow me to get notified.

DeepSeek Stock Market Plunge Explained Here's a quick overview of what is happening with the Chinese AI model DeepSeek, NVIDIA, and the stock market. I’ll have a long-form podcast on this soon - follow me to get notified.

Harper Carroll

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Back in 2000, during the dot-com crash, $AMZN fell from $113 to just $6 per share. Despite the collapse, every business metric kept improving. The company was getting stronger even as the stock got crushed. That’s what happens in bubbles — fundamentals disconnect from prices. History repeats. If the market really corrects, we’ll see exceptional companies lose a huge chunk of their value. All you need to do to succeed in the stock market: buy amazing companies without ever overpaying. Buy and hold. Time works wonders.

Back in 2000, during the dot-com crash, $AMZN fell from $113 to just $6 per share. Despite the collapse, every business metric kept improving. The company was getting stronger even as the stock got crushed. That’s what happens in bubbles — fundamentals disconnect from prices. History repeats. If the market really corrects, we’ll see exceptional companies lose a huge chunk of their value. All you need to do to succeed in the stock market: buy amazing companies without ever overpaying. Buy and hold. Time works wonders.

Daniel

352,593 просмотров • 7 месяцев назад

On January 25th 2013, we saw a billionaire brawl unlike any other on live TV Bill Ackman and Carl Icahn both joined CNBC Halftime to discuss their feud over their Herbalife position, but the real rivalry actually started back in 2003 Here was the setup that led to this > In 2003, Ackman's first hedge fund Gotham Partners was struggling and needed to sell a stake in Hallwood Realty. Ackman sold the position to Icahn at $80/share but included a "price protection clause" > The price protection clause essentially said that if Icahn sold the shares within 3 years at a profit, he would have to split some of the gains with Ackman > Roughly a year later, Hallwood was acquired at $136/share. Icahn refused to pay, claiming that a merger did not constitute a "sale" > Ackman sued and won a 7 year legal battle, ultimately forcing Icahn to pay out $9M > In 2012, Ackman announced a massive $1B short position against Herbalife. Icahn saw this and decided to take the opposite side > Icahn started buying up millions of shares to drive the price up, aiming to trigger a short squeeze on Bill Ackman > This time around, Icahn won. He gained roughly $1B on the position while Ackman walked away with a loss, selling his position in 2018 Regardless of the financial outcome, the brawl between the two created one of the most interesting feuds in recent times Will leave a link to the entire video in the comments. Credit to CNBC.

On January 25th 2013, we saw a billionaire brawl unlike any other on live TV Bill Ackman and Carl Icahn both joined CNBC Halftime to discuss their feud over their Herbalife position, but the real rivalry actually started back in 2003 Here was the setup that led to this > In 2003, Ackman's first hedge fund Gotham Partners was struggling and needed to sell a stake in Hallwood Realty. Ackman sold the position to Icahn at $80/share but included a "price protection clause" > The price protection clause essentially said that if Icahn sold the shares within 3 years at a profit, he would have to split some of the gains with Ackman > Roughly a year later, Hallwood was acquired at $136/share. Icahn refused to pay, claiming that a merger did not constitute a "sale" > Ackman sued and won a 7 year legal battle, ultimately forcing Icahn to pay out $9M > In 2012, Ackman announced a massive $1B short position against Herbalife. Icahn saw this and decided to take the opposite side > Icahn started buying up millions of shares to drive the price up, aiming to trigger a short squeeze on Bill Ackman > This time around, Icahn won. He gained roughly $1B on the position while Ackman walked away with a loss, selling his position in 2018 Regardless of the financial outcome, the brawl between the two created one of the most interesting feuds in recent times Will leave a link to the entire video in the comments. Credit to CNBC.

Boring_Business

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"There are many monkeys in the jungle, but very few gorillas." Gorillas are rare market leaders with unique qualities that set them apart, makes them rare, dominant , have longevity and a MOAT" On episode 10 of The Money Mindset , we had an opportunity to speak to investing legend and veteran market watcher Utpal Sheth Utpal Sheth is the Founder & Mentor, TRUST Group and Former Senior Partner & CEO, RARE Enterprises he is someone with over 25 years of market knowledge and wisdom The topic of this conversation was how to find Gorilla companies in your portfolio, A blueprint for spotting market leaders that dominate, adapt and create wealth over decades Full episode drops on 13th March at 4 pm on The Money Mindset podcast ✨

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Sonia Shenoy

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Kiharu MP Ndindi Nyoro has accepted Treasury CS John Mbadi’s challenge for a televised debate over the government’s planned sale of a 15% Safaricom stake, warning that the deal risks undervaluing the company and urging more strategic valuation to protect public funds. Nyoro, drawing on his experience as a stock market investor, argued that the government overlooked critical elements such as bulk premiums, while CS Mbadi has defended the pricing, insisting it included market averages and premiums and dismissing Nyoro’s claims as a misunderstanding of share valuation.

Kiharu MP Ndindi Nyoro has accepted Treasury CS John Mbadi’s challenge for a televised debate over the government’s planned sale of a 15% Safaricom stake, warning that the deal risks undervaluing the company and urging more strategic valuation to protect public funds. Nyoro, drawing on his experience as a stock market investor, argued that the government overlooked critical elements such as bulk premiums, while CS Mbadi has defended the pricing, insisting it included market averages and premiums and dismissing Nyoro’s claims as a misunderstanding of share valuation.

Nyakundi Report

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