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But we saved everything 🙂.
Ackman sells Google and adds Microsoft after market moves, Mark Roussin notes
Mark Roussin, founder and senior portfolio manager at Roussin Capital Management, shares recent portfolio moves by Bill Ackman. Ackman began buying Microsoft, sold nearly all shares in Google, increased his Amazon and QSR positions by approximately 20%, and closed his position in Hilton. Roussin also asks if starting to buy Microsoft on its recent dip is a good move.
Roussin recently reported a record month for his options community and the launch of a four-week options course starting next Thursday, according to a previous update. He has also cautioned that a stock market pullback could be imminent following record highs and renewed attention from President Donald Trump, as noted in an earlier article. These updates provide further context to his coverage of major portfolio shifts among prominent investors.
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