Matt Frankel

So Trex is one.

As boring as it might seem to some people, Berkshire Hathaway I think is a tremendous value right now, down significantly from all-time highs, massive cash stockpile.

If you are afraid of an AI bubble causing the entire stock market to fall at some point, Berkshire is in arguably the best position of any company in the world to take advantage of it with about $400 billion in cash.

I mean, Berkshire's management, they're artists when it comes to value investing.

And after the financial crisis, they kind of painted a masterpiece when it came to like the Goldman Sachs and Bank of America investments.

Bank of America, they essentially got for free in the wake of the financial crisis.

I mean, they had warrants that they literally got for free because they made a preferred equity investment.

And I mean, and beyond that, Disney is another one that's toward the top of my list.

There's some AI there.

I mean, the streaming side of the business is very AI driven, especially when it comes to their advertising momentum.

But Disney's cash cow is its in-person experiences and things like that.

You know, as someone who's been a fan of this company for a long time,

They're investing heavily in their parks, which was long overdue.

I think the market's kind of discounting the potential of getting a, I mean, everyone's talking about $200 billion in AI infrastructure spending and things like that.

They're spending $60 billion on amusement parks.

And just like a lot of the AI infrastructure spending, a lot of investors are having a tough time wrapping their head around that number and how they're going to get a good ROI.

But I really think they will.

So Disney is one that's on my radar.

So there's three ideas for me.

Hopefully that helps.