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Bill Ackman Just Bought a Rigatoni Capital Stock: NFLX
Bill Ackman's Pershing Square opened six new positions, and one of them is Netflix, a stock I already own and that I have talked about being on a roughly 50% discount. It always feels good when a big investor buys something you thought was valuable, and I get into why Ackman sees Netflix as a de-rated winner from over 40 times forward earnings down to 21, the same way he played the Chipotle E. coli selloff. His other new buys are Visa, MasterCard, S&P Global, Intercontinental Exchange and Alcon, blue chips he is scooping up while the crowd chases AI infrastructure.
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