09/01/2026
๐ ๐ง๐ต๐ฟ๐ฒ๐ฒ ๐ฐ๐ผ๐บ๐ฝ๐ฎ๐ป๐ถ๐ฒ๐. ๐ง๐ต๐ฟ๐ฒ๐ฒ ๐๐ฒ๐ฟ๐ ๐ฑ๐ถ๐ณ๐ณ๐ฒ๐ฟ๐ฒ๐ป๐ ๐๐๐ผ๐ฟ๐ถ๐ฒ๐.
During his latest appearance on BNN Bloomberg's ๐๐ข๐ณ๐ฌ๐ฆ๐ต ๐๐ข๐ญ๐ญ, Jason Del Vicario CFA, shared three of his current Top Picks:
๐ ๐๐ง๐ ๐ฃ๐๐๐ง๐๐ข๐ฅ๐ ๐ฆ
Hillsideโs largest position and a long-time holding. Jason pointed to Metaโs enormous global user base, the stickiness of its platforms and strong cash generation as key parts of its competitive moat. Meta Platforms Ltd
๐๐๐ฅ๐๐ฆ๐ง๐๐๐ก ๐๐๐ข๐ฅ
A way to own LVMH at what Jason sees as an attractive discount to the underlying value of its shares. While luxury is facing cyclical headwinds today, Hillside continues to take the long view.
ODDITY ๐ง๐๐๐
A newer holding disrupting the beauty industry with a direct-to-consumer model. It comes with ex*****on risk โ particularly its reliance on digital advertising partners โ but also significant potential if the company can successfully navigate those challenges.
Different industries. Different opportunities. Different risks.
But the same long-term focus on understanding the ๐ฏ๐๐๐ถ๐ป๐ฒ๐๐ behind the stock.
๐ Swipe through Jasonโs Top Picks, and watch the Jason's Top Picks here: https://www.bnnbloomberg.ca/video/shows/market-call/2026/08/25/jason-del-vicarios-top-picks-meta-platforms-christian-dior-oddity-tech/