These 6 High Quality Stocks Are Worth Buying Today

These 6 High Quality Stocks Are Worth Buying Today Join Qualtrim, the stock analysis platform I built and use, and join over 13,000 other paying members: https://www.qualtrim.com/ 00:00 6 Compounding Machines On A Dip 27:45 Tom Lee Predictions... Welcome back, everyone, today on the Joseph Carlson Show. Amidst all the news, all the chaos, the war with Iran, the spiking oil prices, the labor market, everything that we can look at on a day-to-day basis can be very distracting. It's all very important, but it can distract us as investors from some of the biggest opportunities happening today. Right now, there are six stocks, six of the highest quality compounding machines in the market that the market has sold off. These are stocks that are in massive drawdowns. These are also companies that some of the best investors in the world own, like Bill Ackman, Dev Kantasaria, Warren Buffett, Chris Hohn. They own these very stocks, and these very stocks are selling down big. We're going to be going through them. I'm going to be looking at each of them and giving you my analysis of why they're selling off, as well as why I think they're buys today. So we'll be looking at six of the best companies in the market owned by these super investors that have sold off and are opportunities today. Now, of course, we have a lot of other news to get to as well. For example, Tom Lee recently did a viral interview where he says that the market's going to go up this month. He believes that the market will go up, but then he's also predicting that we'll have a bear market later on this year. Why does he think we're going to have a bear market? We'll be looking at it. And then finally, in the fail of the week, we have Andrew Yang going on to CNBC and talking about the end of the job market, the major disruptions that will happen, how everything is basically going to be bad in the future. People aren't going to be able to find jobs. It's going to wipe out entire industries. It's a lot of the rhetoric that we've heard before. Andrew Yang makes this case saying how bad things are going to be in the future. And he also offers a solution, which, of course, is government intervention. So I'll be going over this point by point and ultimately why this interview is the fail of the week. So we have a lot to get to in this episode. Let's go ahead and jump in. Now we'll start off by looking at six genuinely great companies that are in major drawdowns. These are compounding machines. These are companies that some of the best investors in the world have given their stamp of approval. Some of them have done incredibly in-depth research on these companies. And it's very common in times of chaos and lots of world events, lots of macroeconomic events, lots of long tail risk. All of those things happening right now can cause great companies to sell down more than they deserve. And these are the type of companies that in many cases, looking forward in a year or two, many investors may look back and say, man, I wish I bought it when it was on that dip. I wish I got this company when no one else wanted it. I can't believe I didn't buy more of it when it was only at this price. Well, here they are. Let's go ahead and just go through them. The first one is FICO. FICO is now down below $1,200 per share. It is currently in a massive sell-off. When we look at FICO just recently, in fact, year to date, it's down 26%. So over a quarter of the market cap chopped off year to date. But FICO has also been as high as $2,200 per share in less than a year. FICO is down nearly 50% from its highs just a year ago. Now, when we look at FICO, it's important to know who has actually owned this company, the stamp of approvals that it's had. Now, a number of super investors own FICO, one of them being Chuck Ackery, who only holds 18 positions. So it's a fairly concentrated portfolio to begin with. But if you look at the actual position weightings, maybe 5 or 6 of them aren't really meaningful at all. They're less than half a percent. So when you start getting to the meaningful ones, they really only have around 13 holdings. FICO is one of them at above a 5% weighting. Meaning the team has done work on FICO. They believe that this stock is an incredibly high quality company to be in the Chuck Ackery portfolio. They hold this one, but we also have super investors holding it in even bigger size. One of them is Lindsell Train that manages $4 billion in assets under management. When we look at their portfolio, one of their top five, top six positions is FICO, a 9.29% weighting. So this is again, a massive position and a massive fund by a super investor. But they're not the biggest. We have yet the biggest position in FICO held by none other than Dev Cantasaria from Valley Forge Capital. One of my favorite super investors. He's done in-depth analysis on this company. You can listen to it in a business breakdown. He talks at length, 30, 40 minutes, breaking down every single detail of FICO, why the moat is so incredibly difficult to break, how the company has so much pricing power, how it's deeply embedded in our system, in our economy. It's a really extensive look at FICO. And he represents this with 30% of his portfolio. 30%

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These 6 High Quality Stocks Are Worth Buying Today Join Qualtrim, the stock analysis platform I built and use, and join over 13,000 other paying members: https://www.qualtrim.com/ 00:00 6 Compounding Machines On A Dip 27:45 Tom Lee Predictions... Welcome back, everyone, today on the Joseph Carlson Show. Amidst all the news, all the chaos, the war with Iran, the spiking oil prices, the labor market, everything that we can look at on a day-to-day basis can be very distracting. It's all very important, but it can distract us as investors from some of the biggest opportunities happening today. Right now, there are six stocks, six of the highest quality compounding machines in the market that the market has sold off. These are stocks that are in massive drawdowns. These are also companies that some of the best investors in the world own, like Bill Ackman, Dev Kantasaria, Warren Buffett, Chris Hohn. They own these very stocks, and these very stocks are selling down big. We're going to be going through them. I'm going to be looking at each of them and giving you my analysis of why they're selling off, as well as why I think they're buys today. So we'll be looking at six of the best companies in the market owned by these super investors that have sold off and are opportunities today. Now, of course, we have a lot of other news to get to as well. For example, Tom Lee recently did a viral interview where he says that the market's going to go up this month. He believes that the market will go up, but then he's also predicting that we'll have a bear market later on this year. Why does he think we're going to have a bear market? We'll be looking at it. And then finally, in the fail of the week, we have Andrew Yang going on to CNBC and talking about the end of the job market, the major disruptions that will happen, how everything is basically going to be bad in the future. People aren't going to be able to find jobs. It's going to wipe out entire industries. It's a lot of the rhetoric that we've heard before. Andrew Yang makes this case saying how bad things are going to be in the future. And he also offers a solution, which, of course, is government intervention. So I'll be going over this point by point and ultimately why this interview is the fail of the week. So we have a lot to get to in this episode. Let's go ahead and jump in. Now we'll start off by looking at six genuinely great companies that are in major drawdowns. These are compounding machines. These are companies that some of the best investors in the world have given their stamp of approval. Some of them have done incredibly in-depth research on these companies. And it's very common in times of chaos and lots of world events, lots of macroeconomic events, lots of long tail risk. All of those things happening right now can cause great companies to sell down more than they deserve. And these are the type of companies that in many cases, looking forward in a year or two, many investors may look back and say, man, I wish I bought it when it was on that dip. I wish I got this company when no one else wanted it. I can't believe I didn't buy more of it when it was only at this price. Well, here they are. Let's go ahead and just go through them. The first one is FICO. FICO is now down below $1,200 per share. It is currently in a massive sell-off. When we look at FICO just recently, in fact, year to date, it's down 26%. So over a quarter of the market cap chopped off year to date. But FICO has also been as high as $2,200 per share in less than a year. FICO is down nearly 50% from its highs just a year ago. Now, when we look at FICO, it's important to know who has actually owned this company, the stamp of approvals that it's had. Now, a number of super investors own FICO, one of them being Chuck Ackery, who only holds 18 positions. So it's a fairly concentrated portfolio to begin with. But if you look at the actual position weightings, maybe 5 or 6 of them aren't really meaningful at all. They're less than half a percent. So when you start getting to the meaningful ones, they really only have around 13 holdings. FICO is one of them at above a 5% weighting. Meaning the team has done work on FICO. They believe that this stock is an incredibly high quality company to be in the Chuck Ackery portfolio. They hold this one, but we also have super investors holding it in even bigger size. One of them is Lindsell Train that manages $4 billion in assets under management. When we look at their portfolio, one of their top five, top six positions is FICO, a 9.29% weighting. So this is again, a massive position and a massive fund by a super investor. But they're not the biggest. We have yet the biggest position in FICO held by none other than Dev Cantasaria from Valley Forge Capital. One of my favorite super investors. He's done in-depth analysis on this company. You can listen to it in a business breakdown. He talks at length, 30, 40 minutes, breaking down every single detail of FICO, why the moat is so incredibly difficult to break, how the company has so much pricing power, how it's deeply embedded in our system, in our economy. It's a really extensive look at FICO. And he represents this with 30% of his portfolio. 30%

The source appears to be a promotional video/article for the Qualtrim platform titled “The Two Best Stocks To Buy In 2026,” but the provided body is truncated and only clearly mentions a segment on Amazon (“10:11 Amazon…”). There is not enough substantive content to verify what the two stocks are, the reasoning, or any specific catalysts.

Source is a promotional market/earnings-week preview. The speaker expects the market to be “going up” into a busy earnings week and highlights upcoming reports from mega-cap tech and key payments/semi names (Microsoft, Meta, Tesla, ASML, Apple, Mastercard, Visa). No specific numerical forecasts or concrete buy/sell levels are provided in the excerpt.

Promotional video/transcript snippet from Qualtrim. The substantive content is that Microsoft fell ~12% in a day and the broader software cohort (examples: Adobe, Salesforce, Intuit) is being aggressively sold off; the speaker frames it as an unusual, regime-change type move for large-cap software. Other names mentioned in the chapter list include Meta and ASML, but the provided excerpt does not include the catalyst or detailed reasoning.

A retail/influencer (Joseph Carlson) says he initiated a new position in Meta Platforms (META), already buying ~$40k and planning to add another ~$10k immediately and more over time. The video frames the decision as driven by continued positive views quarter after quarter, strong recent quarterly results, and expectations around future valuation/growth; it also references discussion of Meta’s capex spend.

Video commentary describing a sharp market selloff (especially software) framed as a “panic” driven by perceived AI disruption risk from Anthropic. Mentions that even wide‑moat financial/data firms like S&P Global and Moody’s sold off, and the host discusses portfolio losses. No concrete new corporate/news catalyst is provided beyond general AI-fear narrative.

Video/podcast-style commentary citing Michael Burry’s view that markets are in another bubble, with discussion focused on AI (e.g., Claude) pressuring SaaS/software sentiment and concerns about Big Tech valuation. No concrete catalyst, earnings, guidance, or new data is provided—primarily narrative/valuation risk framing.

Promotional/video-style post arguing that after a rocky start to 2026 for tech/software, the recent sell-off creates buying opportunities. The speaker claims there are “three monopoly” companies (described as three of the Magnificent 7) that are the best buys today, but the provided excerpt does not name the specific companies/tickers or provide concrete catalysts, valuation figures, or timing triggers.

Promotional/summary-style content for a video discussing Q4 2025 13F filings (“super investors are buying”), with mentions of specific well-known investors (e.g., Buffett, Ackman) and a segment referencing “Moody’s earnings.” The excerpt does not provide the actual list of stocks bought/sold, so there’s limited concrete, tradable information beyond the general theme of ‘smart money buying.’