A few names on my buying list lately (feel free to scrutinise)
1. FICO - i understand its moat could be eroded but at this price i think it is worth to take a closer look
2. MCD - is the fall due to high treasury yield? Investor fled stable stocks to pursue guaranteed yield? Anyway i am buying
3. Tencent(adr) - only chinese stock i hold. This has been in my portfolio for the longest time. Watched it ride to the highs of $90 and now all the way back down to $50+. I prefer the execution at tencent than alibaba
4. BKNG - no way agentic AI is going to replace, unless meta creates an online travel agency platform
5. Netflix - Got in lower than bill ackman, second doubting this as i’ve always felt that there is nothing to watch on netflix.
6. Pepsico - bought this at 52 week low to be added into my defensive port
Whats yours?