#concentrated-portfolio

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fromTESLARATI
1 week ago

Ron Baron states Tesla and SpaceX are lifetime investments

Billionaire Ron Baron kept his personal Tesla holdings intact and remains heavily invested despite recent market volatility.
from24/7 Wall St.
1 month ago

50% of Warren Buffett's Berkshire Hathaway Is Really in Just 3 Dividend Stocks

If any investor has stood the test of time, it's Warren Buffett, and with good reason. For years, the Oracle of Omaha has had a rock-star-like presence in the investing world, and his annual Berkshire Hathaway shareholders meeting draws thousands of loyal investor fans. Buffett remains one of the world's most prominent investors, known for his long buy-and-hold strategies and massive portfolio of public and private holdings.
Business
from24/7 Wall St.
2 months ago

Billionaire Bill Ackman Pumped $1.2 Billion Into Just 1 Stock (No, It's Not Uber)

Unafraid of concentration risk, Ackman channels billions into select names he believes are undervalued giants, as evidenced by past winners like Chipotle Mexican Grill ( ) and Hilton Worldwide Holdings ( ). His strategy prioritizes quality management and long-term moats over diversification. In the first quarter, he launched a blockbuster stake in Uber Technologies ( ), acquiring 30.3 million shares worth $2.21 billion at the time - now valued at $2.8 billion and comprising 21% of his $13.7 billion portfolio. Yet, he hasn't added since, content with the position amid Uber's rally.
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