BUY Conviction3/5 Analysis quality70/100 now
The YouTuber identifies KKR as a potential buying opportunity, believing it to be one of many stocks with strong fundamentals that have been 'left behind' by the market's focus on AI and semiconductors. He suggests that despite the S&P 500 being at all-time highs, there is significant value in such overlooked companies.
“Just take a look at Skyward. Take a look at BAM. Take a look at Mastercard Visa Microsoft even Nvidia. Arguably, Marcato, Libre, New Bank, Meta, Brookfield Corporation, KKR, Apollo.”