What Ryan Henderson is saying
Head of Research, Fiscal.ai
3 dated public stances tracked since 2025-08-27, most recently 2026-06-10. 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 Ryan Henderson'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. Ryan Henderson is not affiliated with c8alpha and has not endorsed this page. Nothing here is investment advice.
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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
Tracked stances
bullish / bearish is a view they argued; owns / short is a position they said they hold.
2026-06-10
AKRE
bullish
Chuck Akre · video
The Akre Focus ETF holds quality compounders with essentially zero semiconductor exposure, making it a distinct bet from the S&P 500 that is likely to outperform over the next five years as AI-driven valuations revert
“I think it beats the market and... I like all of those”
90d +4.3%
Chuck Akre: Betting Big On Quality Stocks ($AMT, $CSU, And?) - PODCAST
2025-08-27
ASML
bullish
Dev Kantesaria · video
ASML is a monopoly EUV lithography equipment maker with strong pricing power and a small but vital role in the semiconductor supply chain, and despite being hardware-heavy its capex-to-operating-cash-flow ratio is a lower-than-expected 17%, making it a…
“ASML will be a true beneficiary there if he sizes up that position”
90d +30.5% · 180d +93.5% · 1y +126.6%
Dev Kantesaria: Great Compounding Machines That Crush The Market (Plus, New Stocks He Has Bought)
2025-08-27
Big Tech
bullish
Dev Kantesaria · video
Microsoft, Google, and Amazon have durable competitive moats independent of AI—enterprise software lock-in, YouTube's proprietary data advantage, and cloud dominance—that will sustain long-term returns even if AI return on invested capital disappoints…
“I can tell you they're going to be winners from AI spending because the benefits it'll produce for their cloud businesses”
90d +6.3% · 180d +5.1% · 1y +26.3%
Dev Kantesaria: Great Compounding Machines That Crush The Market (Plus, New Stocks He Has Bought)
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