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Reddit Mentions Today Week Month
* Cloud: GOOG, AMZN, MSFT (40%) * Semis: NVDA, AVGO, TSM, ASML, KLAC, (30%) * Toll booths: V, MA, SPGI, MCO, FICO (20%) * Other: NET, MELI, NBIS, IREN (10%)
That looks like a wonderful bucket list, and, from your influences, I am sure Chris Hohn would approve. RELX might be a non-US analogye to SPGI and MCO. Any thoughts on medical equipment suppliers like Thermo Fisher and Idexx labs? Also seem to be some toll booth companies in the …
From superinvestor stalking to a 7-stock “tollbooth” watchlist – sanity check? Hey all, I’ve been down a deep rabbit hole recently and would love a sanity check from this sub. **TL;DR:** I started by reverse-engineering long-term successful investors (Li Lu, Guy Spier, Terry Smith, Dev Kantesaria, Chris Hohn etc.), and …
Financials seem like a good bet SPGI, MSCI, V/MA, MCO I like UBER and MELI at these prices. All of these seem somewhat defensive against AI, but are battling some other "existential" threat that won't actually impact them.
Financials have been hammered and stayed flat for... absolutely no reason. Therefore, MA, V, MCO, SPGI are all on my watchlist.
CASY, CBOE, GOOG, MSFT, MCO, SCI
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Total Off-Exchange Volume: 243949
Values over 50% Short often indicate hidden bearish pressure from institutions.
🏆 Master Buzz Score: 3/15
Capitol Trades
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| No recent trades found. | ||
Insider Trades
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Institutional Holdings (Whales)
| Institution | Shares | Value | % Held | Date |
|---|---|---|---|---|
| Berkshire Hathaway, Inc | 24,669,778 | $12.1 billion | 0.1383% | Sep 30, 2025 |
| Vanguard Group Inc | 15,170,285 | $7.4 billion | 0.0850% | Sep 30, 2025 |
| Blackrock Inc. | 14,653,100 | $7.2 billion | 0.0821% | Sep 30, 2025 |
| TCI Fund Management Ltd | 13,308,479 | $6.5 billion | 0.0746% | Sep 30, 2025 |
| State Street Corporation | 7,139,934 | $3.5 billion | 0.0400% | Sep 30, 2025 |
| FMR, LLC | 5,688,895 | $2.8 billion | 0.0319% | Sep 30, 2025 |
| Geode Capital Management, LLC | 3,922,514 | $1.9 billion | 0.0220% | Sep 30, 2025 |
| Fiera Capital Corporation | 2,485,136 | $1.2 billion | 0.0139% | Sep 30, 2025 |
| Bank Of New York Mellon Corporation | 2,391,864 | $1.2 billion | 0.0134% | Sep 30, 2025 |
| Morgan Stanley | 2,307,803 | $1.1 billion | 0.0129% | Sep 30, 2025 |
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