this post was submitted on 25 Nov 2025
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Stocks

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Chris Hohn’s Q3 moves are bold and surgical (lemmy.world)
submitted 3 months ago by Jimmymcool@lemmy.world to c/stocks@lemmy.world
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Chris Hohn’s Stock Portfolio: Cut: $GOOG (‑41%), $GOOGL (sold out), $MSFT, $CNI, $CP Added: $V +47% ($3.07B position) $SPGI +0.9% $MCO +0.5%

Alphabet exit + Visa surge = a pivot from Big Tech to financial infrastructure.

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