Former Wall Street mindset. Independent investor. Focused on markets, wealth & the bigger picture.
Los Angeles, CA
Joined July 2015
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Pinned Tweet
I’m only going to say this ONCE.
Bill Ackman has concentrated 77% of his portfolio into just seven stocks.
His current investment allocation is as follows:
1) $UBER - 12.72% of the portfolio
Jonathan Mercer retweeted
1. Uber Technologies ($UBER): 12.72% of the portfolio
2. Brookfield Corporation ($BN): 12.58% of the portfolio
3. Microsoft ($MSFT): 11.89% of the portfolio
4. Amazon ($AMZN): 10.49% of the portfolio
5. Howard Hughes Holdings ($HHH): 10.23% of the portfolio
6. Restaurant Brands International ($QSR): 9.62% of the portfolio
7. Meta Platforms ($META): 9.25% of the portfolio
If you find this information helpful, please like, follow, and share.
Jonathan Mercer retweeted
I’m only going to say this ONCE.
Bill Ackman has concentrated 77% of his portfolio into just seven stocks.
His current investment allocation is as follows:
1) $UBER - 12.72% of the portfolio
1. Uber Technologies ($UBER): 12.72% of the portfolio
2. Brookfield Corporation ($BN): 12.58% of the portfolio
3. Microsoft ($MSFT): 11.89% of the portfolio
4. Amazon ($AMZN): 10.49% of the portfolio
5. Howard Hughes Holdings ($HHH): 10.23% of the portfolio
6. Restaurant Brands International ($QSR): 9.62% of the portfolio
7. Meta Platforms ($META): 9.25% of the portfolio
If you find this information helpful, please like, follow, and share.
Jonathan Mercer retweeted
I started a WhatsApp group.
I’ll be sharing my daily stock watchlists, market breakdowns, and the setups I’m keeping an eye on.
But this group is about more than just stock picks.
It’s a place to share ideas, discuss real trades, learn from each other’s wins and mistakes, and look at what’s happening in the market from different perspectives.
No hype. No pumping. No pressure to trade.
Just honest market discussions, research, and investors helping each other get better.
I started this group because I believe we can make better-informed decisions when we share what we’re learning instead of trying to figure everything out alone.
If that sounds like your kind of community, reach out through the link in my bio. You’re welcome to join the conversation.
stockso.live/EquutM
I started a WhatsApp group.
I’ll be sharing my daily stock watchlists, market breakdowns, and the setups I’m keeping an eye on.
But this group is about more than just stock picks.
It’s a place to share ideas, discuss real trades, learn from each other’s wins and mistakes, and look at what’s happening in the market from different perspectives.
No hype. No pumping. No pressure to trade.
Just honest market discussions, research, and investors helping each other get better.
I started this group because I believe we can make better-informed decisions when we share what we’re learning instead of trying to figure everything out alone.
If that sounds like your kind of community, reach out through the link in my bio. You’re welcome to join the conversation.
stockso.live/EquutM
If you are under 42, I’m only going to say this ONCE.
Michael Burry concentrated roughly 80% of his last public portfolio into just two positions.
His allocation at the time was as follows:
1) $PLTR - 66.0% of the portfolio
Jonathan Mercer retweeted
If you are under 42, I’m only going to say this ONCE.
Michael Burry concentrated roughly 80% of his last public portfolio into just two positions.
His allocation at the time was as follows:
1) $PLTR - 66.0% of the portfolio
Jonathan Mercer retweeted
I'm only going to say this TWICE.
If you're under 42, the incoming market CRASH will be a generational time to BUY insanely undervalued stocks at a discount.
Here are 5 stocks I believe can 10x:
1) $SPCX
I'm only going to say this TWICE.
If you're under 42, the incoming market CRASH will be a generational time to BUY insanely undervalued stocks at a discount.
Here are 5 stocks I believe can 10x:
1) $SPCX
As a reference, I've called:
$NBIS at $20 -> flew +1399%
$RKLB at $16 -> flew +844%
$AMD at $100-> flew +505%
$ASTS at $20 -> flew +569%
$PLTR at $40 -> flew +419%
I’ve consistently outperformed the markets, making generational-wealth trades you don’t want to miss.
Many will regret not following me for more.
BILL ACKMAN JUST ADDED 5 NEW STOCKS THAT CAN 10x
Here are his LARGEST bets:
1) $UBER
1. $UBER (Uber): His largest holding — ~13% of the book. The operating system for movement. Rides, delivery, freight. Still compounding after the world already “knows” the story.
2. $MSFT (Microsoft): ~12% stake, built this year then added again. Azure + OpenAI + every enterprise seat. The quiet tax on the AI boom.
3. $META (Meta): ~9%, just raised 20%. Ads printed by AI, Reels printed by AI. Cash flow monster the market keeps underpricing.
4. $V (Visa): Brand-new $1.1B line. Not a bank — a toll road. Every card swipe, every checkout, every AI agent that pays.
5. $QSR (Restaurant Brands): ~10%. Burger King, Popeyes, Tim Hortons. Ackman’s old-school compounder — global units, pricing power, buybacks.
If you find this information helpful, please like, follow, and share.
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