Best Ideas 2026 - Half Time Report

[phil_Buffett]

It is a good thread every year to discuss the best ideas for the year. But right now everything changes so fast, therefore it is after the first 6 month of the year a good time to think about the choices from the start of the year or to discuss new ideas which starting to get interesting in the last months. New ideas 

 

 

for me. I was very optimistic about nintendo at the start, it is still a great company but with a lot of question marks after the last months, the management is not good.

 

I bought Netflix and Microsoft the last days. Amrize still a big idea.

 

Mgm was a big idea at the start and then came the buyout proposal. 
 

Exor was a big holding, i was frustrated before and then came the Luce, i sold all.

 

in the last months i bought a few times S&P Global.

 

What are your thoughts? New ideas?

or comments on your picks from the start of 2026

[phil_Buffett]

I also like at the cheapish valuation: Dominos Pizza, Lvmh and Daikin Industries with the Elliott Involvement