Three Monopoly Stocks To Buy Now

PE is an equity security listed under ticker PE; sector and industry classification data are currently unavailable.

Three Monopoly Stocks To Buy Now Join Qualtrim, the stock analysis platform I built and use, and join over 12,000 other paying members: https://www.qualtrim.com/ 00:00 Investors Are Scared 14:00 3 Monopolies To Buy 17:14... Welcome back, everyone. We have a jam-packed episode. 2026 has been off to a rocky start for many of us that are tech investors and invested in lots of great software companies. But as in every case when there is a sell-off, when stocks are going down, there's also opportunities. There's companies that trade down that shouldn't, and frankly, they're buying opportunities. In this episode, I'll be making the case for three companies, three that you've already heard about, three that everybody's heard about, but three of the MAG7 that I believe are the best buys today. I'll be going over why mathematically I believe that is the case. Now, of course, we also have a lot of other news to get to. For example, we have Chris Hone who gave his portfolio update, the 13F filing. This gives us an inside look into what he was doing at least from 2025. And it shows us how he values his stock before this sell-off. So I'll be looking at that. We have some breaking news that Warner Brothers is now talking with Paramount. Netflix allowed for a seven-day grace period for them to talk and potentially have a best and final offer. We'll be looking at the strategy of Netflix behind this. We also have news that Goldman Sachs released a list of AI losers, companies that they consider a sell. Amongst them was Duolingo. Duolingo is a stock that's been eviscerated, it's down dramatically. It's one of my holdings. And I made a comparison that Goldman Sachs has done this very same thing with Netflix. They also rated Netflix a sell very close to the absolute bottom in 2022. Now, this is a post that I made on X and we had Jeremy Lefevre from Financial Education respond to this directly. So I'll be going over his response. I'll be giving some thoughts on Duolingo and some of the arguments that Jeremy makes. And of course, we have the fail of the week, which in this case, I am forced to address Chamath Palihapitiya, who in a recent All In episode suggested that the only reason that Warren Buffett has outperformed over his lifetime was because of fair disclosure laws, suggesting that Warren Buffett had inside information, that that inside information is why Berkshire did so well up until around 2000. We'll be looking over this claim that Chamath is making in the fail of the week. So we have a ton to get to in this episode. And if you haven't tried out Qualtrim yet, now is the time. We just released the most advanced tool yet, which is our chart builder. The Qualtrim chart builder allows you to create highly customized and aesthetically beautiful charts with ease. You can simply go in, add stocks, add metrics, change colors, change combinations, and then you can stylize it and customize it exactly how you want. So far, the initial feedback on this tool is amazing. Everybody that's used it, frankly, really loves it. And you can try it out now risk-free. Join Qualtrim today with a seven-day free trial at Qualtrim.com. Now as we start off today, I can't help but notice that the selloff is continuing, but only for part of the market. If you look at the S&P 500, it's actually flat this year, which of course is discouraging if you're looking at your portfolio and noticing that it's down 10% to 15%. Many investors that are in tech companies, data companies, big tech, software companies, their portfolios are going down while the rest of the market remains flat. And that is because money's not leaving the market, it's just repositioning from some companies to others. And we can see that happen in lifetime. For example, here's a chart showing S&P Global against Walmart. Both of these are great companies. Walmart's everywhere, very reliable. S&P Global is a strong data company. It has the credit rating agency. Most people would argue that S&P Global has a bigger moat. But when we look at the data here, it shows a different story. This is Walmart versus S&P Global. Walmart is in blue, S&P Global is in red, and this shows the trailing PE ratio over the past couple of years. Notice that back in 2021, S&P Global demanded a higher PE ratio than Walmart. It was considered a much higher quality. It was growing faster, growing earnings faster, and it had a considerably wider moat. Retail is notorious for being incredibly competitive. But we look at the PE ratios over time. That blue line, which is Walmart, continued to grow upwards while S&P Global plummeted downwards. Right in the tail end of 2025 and the beginning of 2026, we see this massive divergence, where now Walmart, for the first time in years, trades at a 54 trailing PE ratio. And S&P Global trades at a 28. Even on a forward basis, if we're looking over the next 12 months, Walmart trades at over double the PE ratio of S&P Global. 21 for S&P Global, 43 for Walmart. Investors are liquidating companies like S&P Global and putting that capital into companies like Walmart. And I see the same thing with my portfolio. My portfolio is down around 10%, maybe more now. We see that over the past just couple of mo

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.’