Chris Hansen’s Valiant Capital’s Is Betting On These Stocks

Anheuser Busch Inbev SA (ADR), which was the second largest position at the end of September, and is now the fourth largest position. Hansen’s stake is unchanged. The stock returned 2.5% during the fourth quarter, and has enjoyed a much stronger start to 2015, up 7.84%. Boasting a P/E ratio of 21.68 , and enjoying an EPS growth ratio of 35.20% over the past five years, this stock is one that seems to be continually surprising investors. Institutional ownership in Anheuser Busch Inbev SA (ADR) is extremely low, at just 7%, despite that strong growth for over 4 years of more than 100%. Hansen opened his position in the first quarter of 2013, and it has remained largely unchanged since.

Lastly is Amazon.com, Inc. (NASDAQ:AMZN), which assumes the fifth largest position in Hansen’s portfolio, and also happens to be a new position, with 238,000 shares. What may have seemed a curious move at the time, as Amazon’s shares had stagnated throughout the first nine months of 2014, falling more than 20%, has quickly paid dividends. It has rebounded over 16% in the little over four months since then, with much of that pop being registered on January 30 after they announced better than expected fourth quarter results.

Quarterly revenue rose 15% year-over-year to $29.33 billion, while net income came in at $591 million, despite a negative impact of $895 million from year-over-year foreign exchange rate changes. Income would have risen by a substantial 18% if not for that, representing a big answer to investors over the longstanding question of “when is Amazon going to start making money?”