There has never been a more powerful consumer brand that is more beloved than Coke. And it’s been a great investment… $40 invested in 1919 would have turned into more than $600,000 by now. In today’s issue, Porter explains why…
To answer a reader’s question, Porter does some research on Philip Morris International and discovers that the nicotine maker produces a great return on its tangible assets – and manages to buy them with very cheap debt. His conclusion? That’s a great business.
Can a company that sells weight-loss drugs and a company that sells chocolate and candy both co-exist and both succeed? In this Daily Journal, we explore how Novo Nordisk and Hershey lose or win in the new world of fat shots.
Compared to tech darling Google, this company is the very definition of boring: slow growth, low margins, and capital intensive. Many would argue that it’s also a pretty lousy business. But digging into the financial statements of both this company and Google makes you wonder… which company is actually better?
There is no excerpt because this is a protected post.
Selling shares too soon can be worse than buying poor-performing shares. No matter what happens in markets or the economy, great businesses tend to do well over the long run. It’s almost always a mistake to sell them.
This company was built on the idea of technology “outpacing the law,” and it’s turbocharged a staggeringly effective online network of customers that circumvents traditional business practices in more than 70 countries… And is now generating a profit and shares will soon begin to rise.
This quick-serve restaurant has figured out how to beat rising food prices, using a savvy mix of business strategies that have kept its revenue and earnings growing at over 20% per year. It has delivered some of the best returns in the stock market for a decade.
Skirting the law for more than five years gave this company a huge advantage, enabling it to gobble up market share, so that now as the dominant player, it can use its size to power long-term growth.
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.