Billionaire Masayoshi Son’s Top 5 Stock Picks for 2021

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1. Amzon.com (NASDAQ: AMZN)

 Amzon.com (NASDAQ: AMZN) is the largest stock holding of Japanese billionaire Masayoshi Son’s SB Management portfolio, according to the latest filings. The firm held 2.2 million shares of Amazon at the end of the latest quarter, accounting for 41% of the 13F portfolio.

L1 Capital International Fund, which returned 5.1% for the quarter, stated in the Q4 investor letter that Amazon is likely to perform well ahead amid its strong business model. Here’s what L1 Capital International Fund stated:

“Several investments in the technology sector were trimmed on valuation grounds with the proceeds used to increase our investment in Amazon. Amazon’s successful flywheel business model and Amazon Web Services are well known. However, we believe the current share price under‑appreciates:

  • The consistency and longevity of Amazon’s growth potential in its key businesses;
  • The importance of additional revenue streams such as advertising which are high margin and growing rapidly; and
  • The strengthening barriers to competition and competitive advantages arising from Amazon’s stepped‑up investment in logistics and other infrastructure.”

You can also take a peek at Billionaire Lee Ainslie’s Top 10 Stock Picks and Billionaire Steve Cohen’s Top 10 Stock Picks.

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