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Tag: Institutional Ownership

Amazon (AMZN) flywheel—AWS cloud, retail logistics, and advertising lift growth; ValueAct top holding signals conviction.

Amazon Is ValueAct Holdings’ Top Holding. Should You Buy?

ValueAct didn’t nibble—Amazon is its top holding. Under the hood: AWS growth, retail media margins, and AI making robots, delivery, and dev tools smarter. Not cheap—but quality compounding can justify the tag. Read our Quick Take, risks box, and how to buy dips with a cool head.

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Playful digital illustration of Bill Ackman at a fast-food table with Burger King, Tim Hortons, and Popeyes logos in the background, symbolizing his big bet on Restaurant Brands International (QSR).

Bill Ackman Still Holds Nearly 10% of Restaurant Brands International — Should You Join the Feast?

Bill Ackman hasn’t lost his appetite for Restaurant Brands International. He still owns nearly 10% of QSR — home of Burger King, Tim Hortons, Popeyes, and Firehouse Subs. Should investors join the activist investor at the table?

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