V

But, one thing to note particularly out of the four new buys is that these are all really wide moat high margin businesses. For example, Visa and Mastercard, they are basically toll booths on global payments.

They are both running margins over 50%.

So, we have Visa coming in at around 12% undervalued and Netflix also sits at an estimated 20% undervalued.

Um one is that uh Bill Ackman's uh fund disclosed uh sizable portion, like roughly 1 to 1.25 billion dollars worth, which is kind of big.

Okay, I'll give you another one. 400 bucks for Visa. Now, this interesting, little bit same kind of dynamic here. But, Visa I feel like is a cleaner break. Um it already tried to push above here 370 a few different times and never quite got there. So, there's still some supply there. Uh but, then this morning this thing popped up, closed right at the high of the day, and look at how this behaved. See, it's still going as I'm doing this. Wow, got to get it now. Same type of thing. By 9:40, 10 minutes in, this thing is already up almost to 380. And then it just trickled sideways. Same timeframe here. Both of these dipped below their VWAPs at about the same time. So, little bit of a uh glitch in the machine, I guess.

So, the bottom line is for both of these, I think you got to be in these stocks. Uh if you've been looking for stocks to buy, these would be two. When you see moves like this, like in a big mega cap stock like like um like Mastercard. This isn't just a one-hit wonder where that tomorrow it's going to be back to 580. You might get that on these goofy biotech stocks or some of the smaller cap names, but on a stock like Visa uh Mastercard, these moves when they happen, they're real. So, you can expect these both to move higher.