8 Best Stocks to Buy According to Mark Massey’s AltaRock Partners

One of the top experts in focused value investing is value investor Mark Massey. Between 2002 and 2015, AltaRock Partners generated a 12% yearly return on average for its investors. The S&P 500 returned nearly 6% over the same period when dividends were excluded. According to AltaRock Partners, each of the companies in its portfolio is a subsidiary of a larger conglomerate. The fund invests in firms that have a wide moat, significant free cash flow, and global diversification and trade at a low valuation. The fund cut its holdings in 2 stocks, sold all of its stock in 1 stock, and added to its acquisitions in 5 stocks. Amazon.com, Microsoft Corporation, and one other stock made up more than 54% of the 13F portfolio value of AltaRock Partners at the end of June.

Insider Monkey discusses the 8 best stocks to buy now. In the first half of 2022, shares of rating agency Moody’s Corporation fell significantly; by the end of June, they had dropped 30%. Since then, it has bounced back but is still trading in the red for the year. Smart money investors’ preference for Mastercard Incorporated also appears to be waning. Binance, a prominent cryptocurrency trading platform, declared that it had partnered with Mastercard to introduce a cryptocurrency-based prepaid card. In recent years, inflation in Argentina has reached unprecedented levels. Almost the past year, the shares of Charter Communications, Inc. have been steadily declining, losing 38.5% during that time and over 25% so far this year. Numerous analysts who follow the corporation are pessimistic about its near-term prospects. Smart money investors seem to be becoming more and more fond of Visa Inc. The number of hedge funds tracked by Insider Monkey that declared a stake in Visa increased from 146 at the end of 2017 to 168 by June 30, 2022. For more details, click 8 Best Stocks To Buy Now.