Bill Ackman Just Made a 10% Bet on Meta — Why?

Описание: In this video we break down Bill Ackman’s latest 13F filing and the major changes to his portfolio this quarter.

Ackman initiated a brand new position in Meta, which now represents approximately 10% of his overall portfolio - a significant high-conviction allocation. At the same time, he exited positions in Nike, Chipotle, and CPKC.

We analyse why Ackman believes Meta is trading at a discounted valuation, how artificial intelligence is impacting the company’s earnings power, and whether this capital allocation shift makes sense at today’s prices.

We’ll also review the broader thesis around Meta’s AI-driven advertising engine, operating leverage, and long-term growth potential, before running our own valuation framework to assess the risk/reward.

Is this a smart 10% allocation - or is the market already pricing in the upside?

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