Chris Hohn’s Stock Portfolio: Cut: $GOOG (‑41%), $GOOGL (sold out), $MSFT, $CNI, $CP Added: $V +47% ($3.07B position) $SPGI +0.9% $MCO +0.5%
Alphabet exit + Visa surge = a pivot from Big Tech to financial infrastructure.
post
there doesn't seem to be anything here
no comments (yet)