Group 1: Amazon - Amazon has developed a strong artificial intelligence (AI) business within its Amazon Web Services (AWS) division, presenting a significant growth opportunity [5] - The company reported a 13% year-over-year sales increase in the second quarter, with AWS growing nearly 18% and e-commerce sales up 11% [6] - Amazon's operating income rose from $14.7 billion to $19.2 billion year-over-year, exceeding management's guidance, and its current P/E ratio of 34 is less than half its five-year average of 76, indicating a potentially attractive valuation [7] - Billionaire investors, including Bill Ackman, have significantly increased their holdings in Amazon, with Ackman purchasing 5,823,316 shares worth $1.2 billion [8] Group 2: Restaurant Brands International - Restaurant Brands International operates four major fast-food chains: Burger King, Tim Hortons, Popeye's, and Firehouse Subs, with over 32,000 stores globally [10] - The franchise model allows for low capital expenditures and high cash generation, making it appealing to value investors [11] - The company reported a 5.3% year-over-year increase in total restaurant sales and a 16% rise in revenue in the second quarter [12] - Stanley Druckenmiller and Bill Ackman have invested in Restaurant Brands, with Ackman's fund holding an 11% position [13] - The stock offers a dividend yield of 3.8%, making it attractive for passive income investors [14] Group 3: Whirlpool - Whirlpool is a U.S. manufacturer of home appliances, sensitive to housing market conditions, and has faced challenges due to high interest rates [15] - The company may benefit from a resurgence in home buying and has a $2 billion builders business, positioning it well for future growth [16] - Whirlpool is currently trading at a forward P/E ratio of 11, indicating it may be undervalued, and billionaire David Tepper purchased 266,092 shares worth $27 million [18]