Super Investors Are Buying These Compounding Machines

About this Video

• Video Title: Super Investors Are Buying These Compounding Machines
• Channel: Joseph Carlson After Hours
• Speakers: Joseph Carlson (assumed, as the speaker is not explicitly named in the transcript)
• Duration: 00:26:39

Introduction

This video analyzes recent investment activity of several prominent investors, referred to as "super investors," to identify trends and potentially insightful investment opportunities. The speaker examines their portfolio changes, focusing on notable buys and sells and providing context and commentary.

Key Takeaways

• Warren Buffett's Berkshire Hathaway: Reduced Apple stake, significantly increased holdings in UnitedHealth Group (UNH), a move the speaker considers a strong choice given Berkshire's history with insurance companies and value investing.
• Bill Ackman's Pershing Square Capital: Sold Canadian Pacific, significantly increased Amazon and Google holdings; the speaker notes Ackman's proactive communication of these changes on social media.
• Dev Kantesaria's Valley Forge Capital Management: Showed relatively poor performance year-to-date, primarily due to a large FICO holding; trimmed his InIt position, possibly due to its strong performance and need for liquidity. Maintained his FICO position despite its significant drop.
• Chris Hohn's TCI Investments: Made minor adjustments to a largely unchanged, high-quality portfolio, achieving strong year-to-date performance.
• AltaRock Partners: Showed good year-to-date performance; sold a portion of Google, adding to their Amazon holdings.
• Michael Burry: Mirrored Warren Buffett's UNH purchase, utilizing call options; diversified his portfolio across various sectors, including healthcare, retail, and technology.
• Terry Smith's FundSmith: Significantly increased his InIt position while reducing holdings in other companies, possibly due to redemptions.
• ValueAct Capital: Made a substantial investment in Amazon, increasing its position to become the largest holding.
• Tiger Global Management: Added significantly to its Amazon position alongside other tech-focused holdings, demonstrating confidence in the company.
• Recurring Theme: Multiple super investors significantly increased their Amazon holdings during the period analyzed, suggesting a strong belief in the company's future growth.