Bill Ackman Is Buying These 4 Stocks: I Ranked Their Moats

Brad Thomas Investing Group Follow Summary Bill Ackman is accumulating positions in Netflix, Visa, Mastercard, and S&P Global, targeting wide-moat businesses at compressed valuations. Pershing Square views NFLX as having won the streaming wars, with a robust global subscriber base and improving free cash flow; expected EPS compounding is ~19% annually. V and MA are described as financial 'toll roads' with unmatched network effects, high margins, and double-digit EPS growth, both rated with a 10/10 moat score. SPGI’s multiple moats—ratings, benchmarks, proprietary data—are deeply embedded in financial markets; current valuation is below historical norms with earnings growth set to reaccelerate. Looking for a helping hand in the market? Members of iREIT®+HOYA Capital get exclusive ideas and guidance to navigate any climate. Learn More » Adrian Catalin Lazar/iStock Editorial via Getty Images I’m traveling to New York later this week, and I’m hoping to see my “billionaire buddy”, Bill Ackman. It’s been a few months since we’ve chatted, and I’m hoping to get thirty minutes on his calendar to This article was written by Brad Thomas 119.72K Followers Follow Brad Thomas has over 30 years of real estate investing experience and has acquired, developed, or brokered over $1B in commercial real estate transactions. He has been featured in Barron's, Bloomberg, Fox Business, and many other media outlets. He's the author of four books, including the latest, REITs For Dummies. Brad, along with HOYA Capital, lead the investing group iREIT®+HOYA Capital. The service covers REITs, BDCs, MLPs, Preferreds, and other income-oriented alternatives. The team of analysts has a combined 100+ years of experience and includes a former hedge fund manager, due diligence officer, portfolio manager, PhD, military veteran, and advisor to a former U.S. President. Note: Brad is also related to Nicholas Thomas who contributes to Seeking Alpha. Learn more Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.