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Bill Ackman Just Made His Biggest Portfolio Overhaul in Years, Adding Netflix, Visa, and Mastercard to Pershing Square. What's the Thesis Behind the Switch?

This very concentrated portfolio has a bunch of new holdings -- including some investor favorites.

We haven't written up this one. Motley Fool has the full story — the link below goes straight to it.

Also reported by 1 other outlet

Read the original at fool.com →

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