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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 • 8 месяцев назад •via X (Twitter)

Новости и политика Наука и технологии Финансы

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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

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Ackman’s core thesis for 2026 is exploiting market distraction. While capital rotates heavily into the 'AI race,' semiconductor manufacturers, and new IPOs like $SPCX, Pershing Square is taking concentrated, heavy positions in what the market currently dismisses as 'old tech'. Ackman argued the market is ignoring $MSFT and $AMZN's near-infinite runway in cloud computing. He views $AMZN as one of the most dominant companies in history because it maintains its moat not by pushing prices up, but by aggressively driving down delivery times and costs. He views $META not as a legacy social network, but as an immediate beneficiary of AI. AI has significantly optimized Meta's ad delivery, simultaneously increasing advertiser ROI and user engagement.

Ackman’s core thesis for 2026 is exploiting market distraction. While capital rotates heavily into the 'AI race,' semiconductor manufacturers, and new IPOs like $SPCX, Pershing Square is taking concentrated, heavy positions in what the market currently dismisses as 'old tech'. Ackman argued the market is ignoring $MSFT and $AMZN's near-infinite runway in cloud computing. He views $AMZN as one of the most dominant companies in history because it maintains its moat not by pushing prices up, but by aggressively driving down delivery times and costs. He views $META not as a legacy social network, but as an immediate beneficiary of AI. AI has significantly optimized Meta's ad delivery, simultaneously increasing advertiser ROI and user engagement.

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66,285 просмотров • 1 месяц назад

Four families from Boston sold their businesses and trusted 25-year-old Seth Klarman with $27 million, and he turned it into one of the most respected investment firms in the world. In this interview Klarman explains how he finds undervalued companies, why it's crucial to buy with a large margin of safety, how to avoid the market's mistakes, and the key lessons from decades of investing. "Margin of safety. buy with enough of a cushion to survive your own mistakes and the worst-case scenarios" "You never know that you're at the start of a long bull market. all you feel is that the market hasn't moved in a long time and everyone is skeptical" "I've always loved solving puzzles. the stock market is one giant puzzle" bookmark & watch the full conversation ↓

Four families from Boston sold their businesses and trusted 25-year-old Seth Klarman with $27 million, and he turned it into one of the most respected investment firms in the world. In this interview Klarman explains how he finds undervalued companies, why it's crucial to buy with a large margin of safety, how to avoid the market's mistakes, and the key lessons from decades of investing. "Margin of safety. buy with enough of a cushion to survive your own mistakes and the worst-case scenarios" "You never know that you're at the start of a long bull market. all you feel is that the market hasn't moved in a long time and everyone is skeptical" "I've always loved solving puzzles. the stock market is one giant puzzle" bookmark & watch the full conversation ↓

Damir Akaza

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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.”

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A pastor has recounted what he described as a spiritual encounter involving a crow at the Nsawam Market, claiming he used prayers to drive the bird from the market to a nearby bush before it was set on fire. According to the pastor, he took over after noticing market women praying against the bird. He alleged that through intense prayers, the crow became weak and was gradually driven from the market to a nearby bush, where it was eventually burned.

A pastor has recounted what he described as a spiritual encounter involving a crow at the Nsawam Market, claiming he used prayers to drive the bird from the market to a nearby bush before it was set on fire. According to the pastor, he took over after noticing market women praying against the bird. He alleged that through intense prayers, the crow became weak and was gradually driven from the market to a nearby bush, where it was eventually burned.

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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.

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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

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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

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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).

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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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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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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.

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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.

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🚨IEX and Market coupling, Rajeev Thakker explains what he thinks on the market coupling and IEX. The power market continues to be strong, and power trading has a good future. Market coupling is an uncertainty, In a bear case, Even if a market coupling case does come in, Volumes and liquidity will still remain with IEX, PPFAS owns more than 9% of IEX, And has been buying more, Needless to say, Even in the base case, IEX will continue to remain the market leader Love the fact that PPFAS is even answering investor stock-specific questions and sharing the rationale of investment!

🚨IEX and Market coupling, Rajeev Thakker explains what he thinks on the market coupling and IEX. The power market continues to be strong, and power trading has a good future. Market coupling is an uncertainty, In a bear case, Even if a market coupling case does come in, Volumes and liquidity will still remain with IEX, PPFAS owns more than 9% of IEX, And has been buying more, Needless to say, Even in the base case, IEX will continue to remain the market leader Love the fact that PPFAS is even answering investor stock-specific questions and sharing the rationale of investment!

Aditya Shah

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Nvidia $NVDA CEO Jensen Huang said his "only regret" is selling $NVDA shares at the IPO valuation of $300 million to buy his parents a Mercedes S-class. Nvidia's market cap is now over $4 trillion … and that is now the most expensive car In history

Nvidia $NVDA CEO Jensen Huang said his "only regret" is selling $NVDA shares at the IPO valuation of $300 million to buy his parents a Mercedes S-class. Nvidia's market cap is now over $4 trillion … and that is now the most expensive car In history

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[MBN News] Chuncheon City’s mayor acknowledges Taehyung’s power and thanks him for providing an opportunity to rejuvenate Chuncheon Pungmul Market. He said "I realized the power of V, and with this incident as an opportunity, our traditional market, Pungmul Market, is really more culturally popular in terms of tourism...." [Anchor] BTS V, who is serving in the military in Chuncheon, Gangwon-do, posted a photo taken while traveling around Chuncheon on SNS. Chuncheon City, which was preparing to revive the traditional market, actively utilized it. [Reporter] A picture taken of a man in military uniform. This is BTS V, a global group of BTS serving in Chuncheon. The background is the camellia mural of Kim Yoo-jung, a novelist from Chuncheon, and it is Chuncheon's representative 5-day market, Pungmul Market. Only people have changed in the photo with the same background. This is Yuk Donghan, Chuncheon’s mayor. He posted two of these photos on his SNS and expressed his gratitude to V, and the reaction was hot. ▶ Interview: Yuk Dong-han / Gangwon Chuncheon Market - "I realized the power of V, and with this incident as an opportunity, our traditional market, Pungmul Market, is really more culturally popular in terms of tourism...." On days when the market is not frequented, we decided to use the effect of visiting BTS V in the bleak Pungmul market. As the number of fans visiting the places where BTS went has increased, it has become a famous place, so they will make the traditional market a tourist attraction. ▶ Interview: Choi Ji-sook / Chuncheon City Market Market Manager Team Leader - "BTS V said that while checking the place where the photo was taken, he would eat at an existing restaurant or a place like this and buy food...." With a budget of 1 billion won secured through the cultural tourism-type specialized market promotion project last year, V photo zone, foreign flea market, and flea market will be opened. Also, as close as the station and terminal are close, we plan to develop food that will catch the appetite of foreigners and grow a night market. 🔗

[MBN News] Chuncheon City’s mayor acknowledges Taehyung’s power and thanks him for providing an opportunity to rejuvenate Chuncheon Pungmul Market. He said "I realized the power of V, and with this incident as an opportunity, our traditional market, Pungmul Market, is really more culturally popular in terms of tourism...." [Anchor] BTS V, who is serving in the military in Chuncheon, Gangwon-do, posted a photo taken while traveling around Chuncheon on SNS. Chuncheon City, which was preparing to revive the traditional market, actively utilized it. [Reporter] A picture taken of a man in military uniform. This is BTS V, a global group of BTS serving in Chuncheon. The background is the camellia mural of Kim Yoo-jung, a novelist from Chuncheon, and it is Chuncheon's representative 5-day market, Pungmul Market. Only people have changed in the photo with the same background. This is Yuk Donghan, Chuncheon’s mayor. He posted two of these photos on his SNS and expressed his gratitude to V, and the reaction was hot. ▶ Interview: Yuk Dong-han / Gangwon Chuncheon Market - "I realized the power of V, and with this incident as an opportunity, our traditional market, Pungmul Market, is really more culturally popular in terms of tourism...." On days when the market is not frequented, we decided to use the effect of visiting BTS V in the bleak Pungmul market. As the number of fans visiting the places where BTS went has increased, it has become a famous place, so they will make the traditional market a tourist attraction. ▶ Interview: Choi Ji-sook / Chuncheon City Market Market Manager Team Leader - "BTS V said that while checking the place where the photo was taken, he would eat at an existing restaurant or a place like this and buy food...." With a budget of 1 billion won secured through the cultural tourism-type specialized market promotion project last year, V photo zone, foreign flea market, and flea market will be opened. Also, as close as the station and terminal are close, we plan to develop food that will catch the appetite of foreigners and grow a night market. 🔗

Taehyung Naver || 네이버 김태형

41,088 просмотров • 1 год назад