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While non-standard insurance policies guard against high-risk events – like Kiss’ Gene Simmons hurting his tongue or Bruce Springsteen losing his voice – this doesn’t necessarily make for a riskier business model as we show with this highly profitable company that is eating up market share. Read More …Download PDF
Despite a strong performance over the last few decades, the stock of this company is trading well below its 2021 high – and last month dropped 16% after reporting one of the company’s worst quarters ever. Is this the end of a great coffee brand? Read More …
This issue is devoted to an expanded portfolio review – looking at five of our holdings that are finding ways to win in the current stagflationary environment in the U.S. economy. Read More …Download PDF