Dear Reader, This is a weird story. Billionaire Bill Nygren, renowned manager of the Oakmark Select Fund, just nearly doubled his holdings of one strange company to 8.2 million shares. What makes this stock strange? Well, it's incredibly profitable. It generates more cash than large name-brand companies like Chipotle, Hilton, and Advanced Micro Devices. And yet, it trades at a fraction of the valuation of those companies. In fact... out of 23,281 publicly traded companies... NO OTHER company is this profitable and undervalued. So why did this happen? And why is one of the most connected billionaires in the world loading up now? Well, it has to do with a recent move Donald Trump made regarding this company specifically. You'll have to see the whole story to understand what's going on here. But if you're an investor looking for a great stock, this is it. Sincerely, Amanda |
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