"Congresswoman Nancy Pelosi is more than just a widely recognized politician; she's actually a pretty good investor. And while her portfolio's performance may be enviable, even when compared to big-name hedge funds, I still think that investors should be careful when copying the big names. Either way, I think it's more than worthwhile to check in on Nancy Pelosi's portfolio, especially since there's a reason her trading activity is public for all to see."
"Shares trade at just over 27 times trailing price-to-earnings (P/E), which still seems to be undervalued given the company's AI advantage. I think a multiple closer to 35 times P/E would make more sense, especially if the strong third quarter is just the start of its AI liftoff. As Gemini looks to top ChatGPT in the new year, the AI race could get closer."
Nancy Pelosi holds a portfolio with strong performance that can rival big-name hedge funds, and her trading activity is publicly disclosed. Her recent buys include AI-heavy Alphabet and cybersecurity leader Palo Alto Networks. Alphabet trades just over 27 times trailing P/E and is viewed as undervalued given its AI advantages, with a potential justified multiple near 35 times P/E if AI momentum continues. Alphabet's large data trove, Gemini's competition with ChatGPT, and a robust cloud business underpin its upside. Palo Alto Networks serves as the chosen cybersecurity exposure, though its stock has risen roughly 81% over two years, making its valuation somewhat frothy.
Read at 24/7 Wall St.
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