The Joseph Carlson Show
Super Investors Are Buying These Stocks
Feb 15, 2025
Dive into the latest movements of super investors as they reveal their strategies based on 13F filings. Discover why tech giants like Apple, Meta, and Amazon are drawing attention. Explore Uber's growing foothold in the rideshare and delivery markets, along with its future amidst autonomous vehicle trends. Unpack the strategic dynamics of ride-sharing and how regulations could shape their evolution. Additionally, learn about effective investment strategies and standout options like Interactive Brokers that could shape your portfolio.
33:29
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Quick takeaways
- Chris Hohn emphasizes investing in companies with monopolistic traits and resilient models to achieve reliable long-term growth despite market fluctuations.
- Terry Smith's decision to divest from Apple highlights the importance of adjusting portfolios based on fundamental analysis and anticipated market shifts.
Deep dives
Chris Hohn's Investment Philosophy
Chris Hohn of TCI Fund Management focuses on investing in companies with monopolistic characteristics and high profit margins, which he considers 'indestructible.' After experiencing significant losses during the 2007 financial crisis, he revamped his investment strategy to avoid weak companies and instead prioritize those with resilient business models. In recent quarters, Hohn's notable trades included a 16% increase in his Microsoft position, alongside a minor reduction in Canadian National Railway. Despite a slight underperformance in 2024 compared to the S&P 500, Hohn's portfolio is expected to maintain strong intrinsic growth over the long term.
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