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Ackman’s Quiet Portfolio Pivot | Durham News
Bill Ackman’s latest move reveals a strategic pivot away from tech bets toward cash-flow kings: he quietly exited Alphabet and Amazon, then poured that cash into Visa, Mastercard, and S&P Global—plus Netflix. These stable, fee-generating giants offer predictable returns unlike volatile AI plays. His shift mirrors Berkshire Hathaway’s playbook: own the infrastructure, not the hype. It’s a quiet but powerful signal for investors looking beyond the noise of quarterly filings. Listen in comfort:Get a discount on a Soli Pillow: http://solipillow.com/discount/dnn. Advertise on…
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