Investors / stance tracking
What Chuck Akre is saying
Chairman & CIO, Akre Capital Management
10 dated public stances tracked since 2017-03-10, most recently 2025-12-25. Each line carries the date and the venue it came from; quotation marks mean verbatim. Methodology.
The stances below are c8alpha's editorial distillation of Chuck Akre's public commentary — television, podcasts, and interviews — compiled by automated transcript analysis and dated to the episode they came from. They may lag the speaker's current view and may contain extraction errors. Text in quotation marks is verbatim from the episode; everything else is our paraphrase. Chuck Akre is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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10
tracked stances
6
themes
0
side flips
2025-12-25
last heard
Raw direction-aware returns on public statements — long calls credited when the price rose, shorts when it fell, shorts capped at −100% — in a rising market this mostly measures who was long, not who has skill. Returns run from the stance date; calls are rarely closed publicly, so fixed 90-day / 180-day / 1-year horizons are used. A horizon shows only once it has fully matured, and only at 5+ scored stances.
Most-argued themes
| Theme | Stances | Lean | Mix | Last |
|---|---|---|---|---|
| MA | 3 | 3 bullish | 2025-12-25 | |
| AMT | 2 | 2 bullish | 2025-12-25 | |
| MCO | 2 | 2 bullish | 2025-12-25 | |
| COMMON STOCKS (EQUITIES AS ASSET CLASS) | 1 | 1 bullish | 2020-05-22 | |
| SBAC | 1 | 1 bullish | 2017-03-10 | |
| V | 1 | 1 bullish | 2017-03-10 |
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2025-12-25
AMT
bullish
Chuck Akre · video
American Tower is the dominant toll-booth in global wireless infrastructure growth, with incremental returns on a new antenna north of 90% once break-even is reached, and benefits from each generational upgrade (1G through 5G) requiring a denser antenna…
“the incremental turn is probably north of 90%, which is a very powerful business model”
90d -4.3% · 180d +4.7%
How We Find Compounding Machines - Chuck Akre & John Neff
2025-12-25
MCO
bullish
Chuck Akre · video
Moody's has an unassailable franchise in credit rating duopoly that survived the financial crisis blame intact; after meeting management and concluding they were honorable people who exercised bad judgment rather than acting dishonorably, the business…
“the business itself was a terrific business... been hugely successful”
90d -17.5% · 180d -14.2%
How We Find Compounding Machines - Chuck Akre & John Neff
2025-12-25
MA
bullish
Chuck Akre · video
Mastercard operates the rails for global electronic exchange of value with secularly improving odds of being involved in any purchase transaction regardless of form factor, giving it an extraordinarily durable above-average return on capital that is nearly…
“I would probably choose Mastercard”
90d -13.1% · 180d -15.5%
How We Find Compounding Machines - Chuck Akre & John Neff
2022-04-25
MA
bullish
Chuck Akre · video
Mastercard earns ~34% after-tax return on capital versus the ~8% average, making it an exceptional compounding business that fits all three legs of his investment framework
“mastercard earns 34 — my god it's really incredible”
90d -2.8% · 180d -13.5% · 1y +4.6%
3 simple steps to pick winning stocks with Chuck Akre.
2020-05-22
COMMON STOCKS (EQUITIES AS ASSET CLASS)
bullish
Chuck Akre · video
Common stocks have historically returned ~9% annually on an unlevered basis versus 1.4% on the 30-year Treasury, making them the highest-returning asset class over long periods and the only rational home for capital meant to compound across decades
“the bottom line of all investing is rate of return”
What do we do with the 'EXTRA' money by Chuck Akre
2017-03-10
MCO
bullish
Chuck Akre · video
Moody's is one of only two real global rating agencies (with S&P) in a market-driven duopoly where any debt issuer is compelled to get rated, generating captive high-return demand; bought at ~$39, now $110, and currently trades at ~19x forward FCF which is…
“if you sit on the board of a company about to raise debt and you don't get a rating... you have a liability”
Trying to Solve the Investment Puzzle | Chuck Akre | Talks at Google
2017-03-10
MA
bullish
Chuck Akre · video
Mastercard earns mid-30% net margins vs single-digit industry average, operates an electronic exchange of value toll booth that is durable across payment form factors, and currently trades at ~19x forward FCF which is attractive against a 1.5% 10-year yield
“you could cut that in half twice and at worst it would be an average business — it's extraordinary”
Trying to Solve the Investment Puzzle | Chuck Akre | Talks at Google
2017-03-10
AMT
bullish
Chuck Akre · video
American Tower sits at the toll-booth intersection of each successive wireless generation (1G through 5G requiring denser tower networks), earns marginal returns north of 90% per incremental tenant above break-even, and now operates in 15 countries; currently…
“the marginal return is in the high 90% range — it's unbelievable”
Trying to Solve the Investment Puzzle | Chuck Akre | Talks at Google
2017-03-10
V
bullish
Chuck Akre · video
Visa shares the same exceptional-margin electronic payment toll-booth economics as Mastercard and was added to the portfolio as a complement when concentration limits in the mutual fund were reached
Trying to Solve the Investment Puzzle | Chuck Akre | Talks at Google
2017-03-10
SBAC
bullish
Chuck Akre · video
SBA Communications shares the same tower infrastructure toll-booth economics as American Tower and was added to the portfolio when concentration limits prevented further AMT accumulation in the mutual fund
Trying to Solve the Investment Puzzle | Chuck Akre | Talks at Google
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