빌 애크먼, 아마존&메타&마이크로소프트가 현재 포트폴리오의 1/3. 주가가 하락했을 때 각각 매수
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~ Bill Ackman reveals Amazon, Meta, and Microsoft are now about a third of his portfolio, each bought when the stock fell, and says it’s interesting when a company announces "enormous demand" and its stock goes down
https://x.com/firesidealpha/status/2116584272379478289?s=20