Billionaire Masayoshi Son’s Top 5 Stock Picks for 2021

4. Alphabet (NASDAQ: GOOG)

Masayoshi Son raised his stake in Google-parent Alphabet (NASDAQ: GOOG) during the fourth quarter by 460% to 785,000 shares. It is ranked fourth-largest stock holding of SB Management portfolio, accounting for 7.77% of the overall portfolio. Shares of Alphabet have been rallying at a sharp pace since the beginning of this year amid prospects for economic reopening and expectations for higher ad revenue.

In a Q4 investors’ letter, Bretton Fund anticipates strong stock performance from Alphabet in 2021. Here is what Bretton Fund stated:

“Google (aka Alphabet) was one of our best performing stocks last year, returning 30.9%, while its earnings per share increased 19%. As lockdowns first went into place in the spring, many advertisers hit pause on their campaigns, waiting—like a lot of us—to see what the world would look like. And then—like a lot of us—advertisers adjusted. Travel companies cut back their campaigns, while ads for other goods, like athleisure wear and video games, picked up the slack. Google had a rough second quarter, but was back in the swing of things by the next quarter.”