The Big Secret On Wall Street
Our First-Ever Big Secret Report Card
In this week’s issue of The Big Secret On Wall Street, we deliver our first-ever report card. Given our focus on long-term investments, the three-year mark has provided an adequate track record to officially show readers how we are doing.
Cutting The Losers, Doubling Down On Winners
In this week’s issue of The Big Secret On Wall Street, we perform a comprehensive portfolio review. Given our focus on long-term investments, the three-year mark has provided an adequate track record to officially see how we are doing.
July 2025 Best Buys
Two of the companies we are including as the 3 “Best Buys” in this issue offer the best defense against a slowing economy. The third is a rapidly expanding business that will soon become the leading exporter of cheap American fossil fuels, and offers an idiosyncratic growth story that should thrive regardless of the macro environment. We recommend investors put these names at the top of their “buy” list.
A Clean Slate
This Bermuda-based P&C insurance company made a series of strategic moves over the last few years, with the same objective in mind – to transition the company away from volatile and lower-margin insurance and reinsurance underwriting toward higher margin specialty insurance… And it’s worked.
How To Own Crypto And Not Get Stiffed
Following last week’s Daily Journal series on the growth of crypto stablecoins, we’ve heard from several readers asking for guidance on how to invest in this trend. So, in this week’s issue, we’re going to share not only what we recommend owning to benefit from this trend… but also how to own it safely.
The Real Warning Signs Investors Are Ignoring
Over the last several years, the U.S. jobs market has gradually transitioned from red hot to lukewarm. But in the last several months, the labor market has gone from lukewarm to ice cold. In this issue, we look at five companies that we feel will be resilient to any economic downturn that might result from this.
June 2025 Best Buys
We believe two of the companies we are including as the 3 “Best Buys” in this issue offer the best shelter against a slowing economy. The third is one of the most exciting growth stories we’ve come across in years, and will soon become the leading exporter of cheap American fossil fuels. We recommend investors put these names at the top of their “buy” list.
Monopoly Money
Legal monopolies all have similar traits: They have dominant market share, they have enviable pricing power, and given a lack of alternatives for customers, these companies likely have highly predictable and mostly recurring revenue streams. All of that means big profit margins that flow to the bottom line.