These 6 High Quality Stocks Are Worth Buying Today

Joseph Carlson After Hours•Mar 11, 2026

Summary

In this video, Joseph highlights that current global chaos and macroeconomic events are distracting investors from significant opportunities in high-quality 'compounding machines.' He argues that six specific stocks, favored by super-investors like Bill Ackman and Warren Buffett, have sold off more than they deserve. Joseph's main thesis is that these drawdowns represent a 'valuation reset' rather than a fundamental breakdown of their business models.

Joseph also discusses market outlooks, specifically addressing Tom Lee's prediction that the S&P 500 could reach 7,300 before a potential bear market later in the year. Joseph expresses skepticism regarding the idea that the stock market is entirely detached from the economy, emphasizing that consumer health ultimately drives corporate profits. Additionally, he critiques Andrew Yang's pessimistic view on AI's impact on the job market, suggesting that such rhetoric often ignores historical context and the resilience of professional services.

FICO: The stock is down nearly 50% from its highs, currently trading below $1,200 per share. Joseph argues that its moat as the 'common language' of credit is unbreakable despite competition from Vantage Score. He notes that super-investor Dev Kantesaria holds a 30% position, highlighting the company's immense pricing power.

Uber: Currently trading around $75, the stock is down 25% from its all-time high of $100. Joseph points out that Bill Ackman views the stock as deeply undervalued with a 16% position in his portfolio. He highlights a conservative forward P/E of 22 and a strong free cash flow yield of 5-6% as key metrics.

Intuit: This stock has seen a 30% year-to-date decline, which Joseph attributes to a 'SaaS apocalypse' sentiment and overstated fears of AI doing taxes. He notes the company is trading at an 18 forward P/E and maintains high retention for its TurboTax and QuickBooks products. Joseph personally holds this stock and continues to add to his position at these levels.

Microsoft: Down 14% year-to-date, the stock has dropped from $540 to approximately $400. Joseph believes the concerns regarding massive CapEx spend on AI are already priced in, leaving the stock at a fair valuation. He notes that the company's revenue continues to grow at 17% and remains a staple for institutional 'moat' investors like Chris Hohn.

Brookfield Corporation (BN): Joseph describes this as a high-quality alternative asset manager led by 'the Canadian Warren Buffett,' Bruce Flatt. The stock is down 15% due to cyclical macro concerns regarding interest rates and oil prices. He argues the business remains fantastic and is a top holding for Chuck Akre and Bill Ackman.

S&P Global: The stock is down 25% from its highs, trading at a reasonable 22 forward P/E. Joseph emphasizes that management is doubling its share buybacks in response to the sell-off, acting as a massive internal buyer. He dismisses fears that AI will commoditize their financial data, noting the stock is at a 5-year valuation low.