Investment Ideas

We believe conventional investment strategies are poised to undergo a significant restructuring, placing a prominent emphasis on investments in hard assets. As illustrated in the accompanying chart, the valuation history of 60/40 portfolios unfolds through extended cycles, and we are currently experiencing another critical juncture in this dynamic. In August 2021, the combined valuation of

​​Multibagger stocks are available 365 days of the year IF you know what to look for. Here are the top 3 resources that will help guide you to know what to look for: Global Outperformers by @dede_eyesan My favourite quote from the book:  “As expected, a large part of global outperformers was concentrated within the

Here are the responses to the question: “What’s your favorite idea with a market cap below $500m USD right now?” Thanks to everyone who contributed! 🙏

We have literally never had a better stretch of good news for the US cannabis industry like we’ve had over the past few weeks.  ✅ HHS Schedule III Recommendation ✅ SAFE Banking headed for a Senate vote ✅ NY finally opening their adult use market to all participants  If you’re not super bullish on this

$DG makes an ugly cover — on the same day it gets slapped with a “Sell” at JPMorgan. NEW COVER: Rat infestations, blocked fire exits, expired food and machete-wielding shoppers — the stories from Dollar General employees are the stuff right out of a retail nightmare. View on X here.

I love businesses with improving returns on invested capital. Here are 4 growing businesses to research further: Ashley Services Group $ASH.AX Boshideng $3998.HK Playway $PLW.WA Kaspi $KSPI.IL View on X here.

People start noticing what is going on in the #uranium space. Some new uranium investors have been contacting me the last days wanting to know which companies to invest in. Here are some comments about companies to choose from for new investors. Safe cards: producing companies or companies with large proven reserves and higher market

You want to own the shares of refiners like Valero under these circumstances. $VLO

Once again, Vanguard research suggests opportunity in value stocks—shares marked by lower prices in relation to their enterprise book or accounting values, lower expected and historical growth rates, and relatively high dividend yields.  We’ve been here before—not long ago “The value/growth relationship is at an extreme very similar to 2020,” said Kevin DiCiurcio, CFA, head