I own about 40 different stocks, but I have more of my money invested in some of my highest-conviction positions. In this video, I discuss why Realty Income (O 0.05%), General Motors (GM +0.48%), MercadoLibre (MELI 1.69%), Pinterest (PINS +0.27%), and Berkshire Hathaway (BRK.B +0.59%) are my largest positions, and which one of them I'm planning to add to in February.
*Stock prices used were the morning prices of Jan. 27, 2025. The video was published on Jan. 28, 2025.






