10 Best Stocks to Buy According to Billionaire Rob Citrone

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6. Grupo Televisa, S.A.B. (NYSE:TV)

Discovery Capital Management’s Stake: $63 Million

Grupo Televisa, S.A.B. (NYSE:TV) is a long-term holding of Discovery Capital Management, compared to other top stocks in the 13F portfolio. The fund first purchased a stake in the company back in 2012. This position comprised under a million shares and reached over 5 million shares in 2013 before being sold off. A new position was then opened in the fourth quarter of 2022. This stake comprised 4 million shares. Citrone has been steadily adding to this holding since the initial purchase. Filings for the fourth quarter of 2025 show that his fund owns over 21 million shares in the company, representing an increase of 20% compared to filings for the third quarter of 2025.

Grupo Televisa, S.A.B. (NYSE:TV) has attracted interest from investors on Wall Street based on projections of massive margin expansion resulting from the full integration of the cable/broadband and satellite business of the firm. Following the 2024 acquisition of AT&T’s remaining stake in Sky, Televisa now has 100% control. Managers are targeting the MXN 5-6 billion in annual synergies expected by late 2026 through the elimination of redundant roles and unified marketing. Another important catalyst for the stock is fiber migration. The company ended 2025 with 9 million homes passed by high-speed fiber-to-the-home and is on track to reach 16 million by the end of 2026. Hedge funds view this infrastructure upgrade as critical for reducing churn and increasing average revenue per user.

While we acknowledge the potential of TV to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than TV and that has 100x upside potential, check out our report about the cheapest AI stock.

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