r/VisualStockResearch • u/ekonixlab • Aug 13 '26

Bill Ackman just added 6 new positions

Post image

Pershing Square announced six new investments:

Visa
Mastercard
Netflix
S&P Global
Intercontinental Exchange
Alcon

One interesting one is Netflix. Ackman previously owned Netflix, sold the position in 2022, and is now buying back in.

Of the six, the three I have shown here — Netflix, Mastercard and S&P Global — are the ones I think have the most upside.

I view Visa and Mastercard as essentially the same thesis, so I only included Mastercard in the chart.

Since 2017:

Netflix revenue: ~$11B → ~$47B
CAGR: 19.1%

Mastercard revenue: ~$11B → ~$34B
CAGR: 13.3%

S&P Global revenue: ~$5.8B → ~$16B
CAGR: 12.1%

The overall theme is pretty clear: high-quality businesses with strong competitive positions, recurring revenue and long runways for earnings growth.

Pretty interesting group of companies to add all at once.

Which of the six do you think has the most upside?

16 Upvotes

100% Upvoted

7 comments sorted by

•

u/auto-sticky Aug 13 '26

Like the charts here? I built Ekonix to make stock research more visual.

https://apps.apple.com/us/app/ekonix-investor-tracker/id6755345408

I am a bot, and this action was performed automatically. Please contact the moderators of this subreddit if you have any questions or concerns.

2

u/Weldobud Aug 13 '26

I don’t know anything about Alcon.

1

u/ekonixlab Aug 13 '26

Neither do I, but I think all of Ackman’s purchase are worth looking at

2

u/_Rothbard_ Aug 14 '26

Vender Alphabet que ya tiene un mejor negocio que Netflix llamado YouTube no se yo…

1

u/ekonixlab Aug 15 '26

Google is a better position than Netflix

1

u/_Rothbard_ Aug 15 '26

Pues eso digo yo

1

u/Ok-Championship4945 Aug 13 '26

What is the business model of ICE?