Billionaire investors are betting big on this sector, here’s why
The post Billionaire investors are betting big on this sector, here’s why appeared on BitcoinEthereumNews.com.
A record-breaking 3,028 names have made it onto Forbes’ annual World’s Billionaires list — an increase of 247 compared to 2024. More impressively, these individuals are worth over $16 trillion and surpass the GDP of every nation except the U.S. and China. What are they investing in? Highly successful investors spread their wealth across various assets to diversify and mitigate risk, but sometimes, even they make daring moves. This time, it appears to be e-commerce. Can e-commerce handle the tariffs? Known for his focused investing strategy, Bill Ackman is a good example of someone governed by a long-term, value-driven sentiment. His philosophy is evident in Pershing Square’s (LSE: PSH) portfolio of just 11 stocks, which has still managed to returnover 134% over the last decade. Pershing Square performance. Source: TipRanks.com However, Ackman is also bold. On May 22, Ackman disclosed his fund had acquired shares in Amazon (NASDAQ: AMZN) despite concerns about the impact of trade tariffs. Indeed, Amazon shares tumbled 31% amid tariff fears last month. But Ackman’s team saw the dip as a major opportunity, believing the impact on Amazon’s retail earnings would be negligible. With a market value exceeding $2 trillion, Amazon remains the dominant force not only in e-commerce, but cloud services, logistics, and digital ads, with consumer demand seemingly not going anywhere. Pershing Square’s Chief Investment Officer cited Amazon’s diverse business model as ‘valuable’ according to the trust: “And one of the things that makes Amazon really unique is it has these two disparate businesses, which we think individually are very valuable, but they share a very common and core framework.” –– Ryan Israel, Pershing Square Chief Investment Officer Global e-commerce expansion and diversification Ackman is not alone in their investments, as investors are eyeing opportunities in emerging e-commerce markets. Ryan Cohen, for example, the…
Filed under: News - @ May 26, 2025 9:21 am