The Joseph Carlson Show Super Investors Are Buying Compounding Machines
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Feb 17, 2025 Dive into the investment strategies of titans like Bill Ackman and Warren Buffett. Discover their latest portfolio updates and stock picks such as Uber and Spotify. Uncover the principles that guide these super investors in their decision-making. Learn how their insights can shape your own investment approach.
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Ackman vs. Spotify
- Bill Ackman favors licensing businesses like Universal Music Group (UMG), which acts as the music industry's landlord.
- However, Joseph Carlson prefers Spotify due to its improving margins and user growth.
Ackman's Burger King Paradox
- Joseph Carlson questions Bill Ackman's investment in Restaurant Brands International, owner of Burger King.
- He finds it contradictory to Ackman's criticism of Coca-Cola and Pepsi for promoting unhealthy foods.
Ackman's Nike Options Strategy
- Bill Ackman converted his Nike stock holdings into deep-in-the-money call options.
- This move allows him to maintain upside potential while freeing up capital for new investments like Uber.