《The Super Investors Are Buying BIG.》
Netflix是盈利且产生现金的流媒体领导者，估计被低估20%，是好的投资。
Pershing Square本季度开设了四个全新的仓位：Netflix、Visa、Mastercard和S&P Global。
Pershing Square opened four brand new positions this quarter: Netflix, Visa, Mastercard, and S&P Global.
值得注意的是，每一笔都恰好占潘兴广场投资组合的5%。所以，这绝对可以解读为转向一系列主导型企业，而不是像Ackman有时那样在本季度进行一笔大额押注。
And what's notable is that each one landed pretty much at 5% of the Pershing Square portfolio. So, this definitely reads as a bit of a rotation into, you know, a cluster of dominant businesses as opposed to Ackman having one big swing this quarter like sometimes he does.