Top 5 Stocks the Smart Money Is Buying Now!

TL;DR

In Q3 2022, super investors showed interest in stocks like Micron, Disney, PayPal, Salesforce, and Booking Holdings, while Visa, Amazon, Meta, Microsoft, and Google were the top five most bought stocks.

Transcript

all right you guys know the story it's now been more than 45 days since the end of Q3 thus the 13f filings are out so in this video we're going to take a look at the five most bought Stocks by our super investor friends for Q3 of 2022 a quarter that saw the S P 500 both gained 12 and lose 17 so there was certainly volatility in the broader market a... Read More

Key Insights

• 🦸 The top five most bought stocks by super investors in Q3 2022 were Google, Microsoft, Meta, Amazon, and Visa.
• 💪 Despite volatility in the market, these stocks presented long-term opportunities due to their strong business models and market positions.
• 🙈 Some of the stocks, such as Disney and PayPal, saw declines in stock prices but were still attractive to super investors due to their potential for recovery.
• 🍉 Super investors showed a strategic focus on stocks with potential for long-term growth, rather than short-term performance.
• 🧑‍⚕️ All the stocks mentioned in the video can be further analyzed using Simply Wall Street's premium version for valuation, future expectations, past performance, and financial health.
• 💪 Google and Amazon have historically been popular choices among super investors, likely due to their strong balance sheets, wide moats, and dominance in their respective industries.

Questions & Answers

Q: Why did super investors show interest in Micron despite the drop in stock prices?

Micron's stock prices took a hit due to the volatility in the consumer electronics market. However, the value crowd sees long-term potential in the company, which could explain the interest from super investors such as Monish Lilu and Seth Clarman.

Q: What factors contributed to Disney's appeal for super investors?

Despite a drop in stock prices, Disney's park segment saw improvement and Disney+ continued to attract subscribers. Its diversified business model and long-term growth prospects likely appealed to super investors.

Q: Why did super investors consider PayPal a long-term opportunity?

With PayPal's stock reaching levels not seen since the 2020 market crash, super investors may see this as an opportunity to invest in a dominant player in online payments. PayPal's market share and strong position in the industry make it an attractive option for the long term.

Q: What led to the interest in Meta from super investors?

Meta, formerly known as Facebook, has a large moat and network effect, which attracts investors. Despite short-term challenges, including reduced price per ad and increased spending on metaverse development, super investors recognize the potential for long-term gains.

Summary & Key Takeaways

• Micron, a computer memory and data storage producer, was the 10th most bought stock, as the value crowd sees long-term potential in the company despite the drop in stock prices.

• Disney, despite being beaten down, showed improvement in its park segment and saw growth in Disney+ subscribers. It is seen as a diversified and proven business model.

• PayPal, a dominant player in online payments, presented a long-term opportunity as its stock reached levels not seen since the 2020 market crash.

• Salesforce, known for its customer relationship management platform, saw a decline in stock price but was still bought by super investors.

• Booking Holdings, a collection of travel-related businesses, including booking.com and kayak, showed signs of recovery despite being hit hard in previous years.