These are the 5 stocks I’d buy today, and I’ve got my own money in them
Google, Visa and Mastercard did not make the list because I believe these businesses are currently not attractively valued. However, they are exceptional businesses that should be in your portfolio whatsoever.
* **Meta**
* The major bear case is wasted CapEx spend, but now that Meta has made it clear they will sell compute to outside customers when needed.
* On track to earn $240 billion from advertising in 2026, up 22% from 2025, which was itself up 22% from 2024.
* Q1 2026 came in at $56.3 billion in revenue, up 33% YOY, net income was $26.77 billion in a single quarter up 61% from 2025.
* Ad impressions grew 19% in Q1 while the average price per ad rose 12% simultaneously.
* WhatsApp paid business messaging crossed a $2 billion annual run rate.
* Threads has 500 million monthly active users
* More than 3 billion daily users, operating margins around 41%, and returns on invested capital near 30%.
* **Amazon**
* AI is a tailwind for every segment of Amazon's business, which if you ask me, gives it decades of compounding ahead. Not bad for 17x operating cash flow.
* Trading at its lowest forward P/E on record, while growth is massively reaccelerating.
* $600B ARR by 2036
* 40% operating margins
* **Microsoft**
* Microsoft increased prices for Microsoft 365 business with nearly 95 million subscribers.
* Expected to grow its earnings per share by 22% in 2026, 15% in 2027, and 16% in 2028.
* **Mercado Libre**
* Don't be fooled by the high trailing PE. Meli is growing wicked fast and strategically underearning. And like Amazon, AI will provide a major efficiency boost. It's trading near it's cheapest P/CF and PEG ever while growing 40%.
* First company ever in stock market history that will print 30 straight quarters of 30%+ growth.
* **MSCI & S&P Global**
* Incredible margins and extremely capital light. Growth however is not the fastest in the low double digits, and the trailing multiple of 29x still places it at a premium. I would rather own S&P Global here, a cheaper, extremely high quality financial with similar growth.
I own all the above in my portfolio except for MSCI and GOOGL.