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He made $2.6 billion betting on COVID. Most people lost money in 2020. Bill Ackman spent $27 million on protection against a market crash, went on CNBC, and warned hell was coming. In less than a month, that $27 million became $2.6 billion. These are the kind of investing insights every trader and investor needs before trading like the smart money. This week Ackman's latest portfolio went public. Here are the bets hiding inside it. That COVID trade captures exactly how he invests. Do the research, build conviction, bet big. In his words, diversification is protection against ignorance. So we ran his portfolio through Barebone. Nearly 99% of its $19.5 billion sits in just a handful of companies, built on three themes. The first is network effects. The more people use it, the better it gets, and the harder it is to copy. Uber is his top position, connecting riders, drivers, and restaurants. Meta owns attention across Facebook and Instagram. Microsoft and Amazon power the software and cloud that businesses depend on. Netflix owns premium content. Together, almost half the portfolio. The second is tollbooths. Companies that control an unavoidable access point. He owns both Visa and Mastercard, which together hold nearly 80% of the payment market. He is not betting on a winner, just on payment volume rising. He also owns S&P Global, which collects fees on the data and ratings the whole market runs on. As long as markets grow, it wins. But the third layer is his real secret. Ackman owns 47% of a single company most people have never heard of. It builds entire towns, sells the land, and collects rent on everything around it. Cash flows in every year. And he uses that cash to buy more companies, which throw off more cash, which buys even more. It is the exact machine Warren Buffett used to build Berkshire Hathaway, and Ackman is building his own version. Comment ACKMAN for his full portfolio, and every position the best investors are buying. This content is for educational and informational purposes only and does not constitute financial advice. Always do your own research before making any investment decisions.
He made $2.6 billion betting on COVID. Most people lost money in 2020. Bill Ackman spent $27 million on protection against a market crash, went on CNBC, and warned hell was coming. In less than a month, that $27 million became $2.6 billion. These are the kind of investing insights every trader and investor needs before trading like the smart money. This week Ackman's latest portfolio went public. Here are the bets hiding inside it. That COVID trade captures exactly how he invests. Do the research, build conviction, bet big. In his words, diversification is protection against ignorance. So we ran his portfolio through Barebone. Nearly 99% of its $19.5 billion sits in just a handful of companies, built on three themes. The first is network effects. The more people use it, the better it gets, and the harder it is to copy. Uber is his top position, connecting riders, drivers, and restaurants. Meta owns attention across Facebook and Instagram. Microsoft and Amazon power the software and cloud that businesses depend on. Netflix owns premium content. Together, almost half the portfolio. The second is tollbooths. Companies that control an unavoidable access point. He owns both Visa and Mastercard, which together hold nearly 80% of the payment market. He is not betting on a winner, just on payment volume rising. He also owns S&P Global, which collects fees on the data and ratings the whole market runs on. As long as markets grow, it wins. But the third layer is his real secret. Ackman owns 47% of a single company most people have never heard of. It builds entire towns, sells the land, and collects rent on everything around it. Cash flows in every year. And he uses that cash to buy more companies, which throw off more cash, which buys even more. It is the exact machine Warren Buffett used to build Berkshire Hathaway, and Ackman is building his own version. Comment ACKMAN for his full portfolio, and every position the best investors are buying. This content is for educational and informational purposes only and does not constitute financial advice. Always do your own research before making any investment decisions.

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