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%

Fair Isaac Corporation provides analytics software in the Americas, Europe, the Middle East, Africa, and the Asia Pacific.

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 is a lightly edited transcript about buying “undervalued” stocks within a core/satellite portfolio. It explicitly calls out several large-cap tickers with mostly “buy” ratings (ASML, SPGI, MA, TXRH, plus mentions of MSFT/AMZN as buy candidates depending on entry), and one explicit non-buy due to valuation (COST). Actionability is moderate because it lacks specific catalysts, price levels, or timing rules beyond “lower end of 52-week range/valuation range.”

The source contains only the title/body phrase “Google Is Fooling Everyone” with no supporting details, catalysts, timeframe, or specific claims. It is not actionable as-is.

The source lays out a 5-year portfolio concept focused on “sellers into AI scarcity” (semicap equipment, foundry capacity, HBM memory) versus “buyers of AI.” It argues scarcity-phase suppliers have the best near/mid-term setup, with ASML positioned as a more “durable seller” due to long-lived tool installs. Mentions owning ASML and cites TSMC, Nvidia ecosystem demand, and HBM suppliers (Micron, SK Hynix).

The source provides only a title/body (“This Is The Craziest IPO Ever”) with no details on the company, ticker, exchange, valuation, sector, timing, or deal terms. There is insufficient information to form a specific, tradable thesis or identify affected tickers.

Super Investors Are Buying AI Stocks Join Qualtrim, the stock analysis platform I built and use, and join over 13,000 other paying members: https://www.qualtrim.com/ 00:00 Episode Overview 00:50 Chris Hohn Sells Microsoft and Buys Google 08:54 Bill Ackman Buys Microsoft and Sells Google 13:40 Dev Kantesaria Is Down -20% This Year 17:00 Berkshire Sells a LOT of Holdings 19:03 Terry Smith's Recent Performance Is Horrible 21:40 Pat Dorsey Is Buying Uber 23:30 Alta Rock Portfolio Bets Big On Amazon 24:15 Brad Gersner Bets Big on AI 25:00 Chuck Akre's Fund Will Struggle 26:40 Fail Of The Week: Waymo -Disclaimer Some of the links below are affiliate links, I can earn money from them at no cost to you. This content is not a solicitation, is not endorsed by M1, and was not reviewed by M1; the opinions expressed are solely those of the authors and do not reflect M1's views. Information presented is accurate as of the video posting date; for the most up-to-date information, please refer to m1.com. Before making any investment decisions, consult your personal investment, legal, and tax advisors, as this content is for informational purposes only and not intended as investment recommendations.

The source is a garbled stock-pick/long-term-compounding pitch arguing that a handful of dominant platform companies are worth buying today. Clear actionable names are Alphabet/Google, Amazon, and Uber. The cited positives are YouTube/YouTube TV gaining TV watch-time share, Google Cloud growth/backlog, AWS scale and cloud/AI momentum, and Uber’s 18% trailing revenue growth plus accelerating buybacks. The source is moderately actionable as a directional long-term idea list, but it lacks valuation, exact prices, timing, and complete details for all seven companies.

The item only states that an unnamed “best investor in the world” sold Microsoft, with no source, filing date, position size, valuation rationale, or confirmation. This is a very low-actionability sentiment headline. The only clearly implicated tradable ticker is Microsoft (MSFT), potentially negatively affected if the sale is confirmed and perceived as meaningful.

Garbled transcript of a bullish investment commentary arguing that analysts underestimated Alphabet/Google. The speaker cites recurring earnings evidence, YouTube’s strength on TV, Google Cloud backlog/RPO growth, and broader hyperscaler revenue acceleration as validation that AI/cloud capex is producing revenue. Amazon/AWS and Microsoft are also mentioned positively, though Microsoft’s higher forward P/E is framed as less attractive than cheaper peers. Actionability is moderate-low because the source lacks clean figures, dates, entry levels, and risk controls.