The Disrupters
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.
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capital efficiency
The 50% Compounder You’ve Never Heard Of
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.
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Bulls Balls
For only the third time in history, a new energy drink has surpassed the billion-dollar mark in annual sales in the U.S. But this company is not only taking market share from its two main competitors but it’s expanding the size of the overall market.
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The Basement Experiment That Became a $2 Billion Best-Seller
In a world of constant change, one thing remains steady: Americans love for chocolate. Today we focus on the ultimate “forever stock.” Backed up by more than a century of brand power, this business will remain as relevant for our children and grandchildren as it was for our parents and grandparents.
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Cashing In at the Courthouse
The “Fixer,” a leading global provider of litigation financing, funds lawsuits and takes a cut of the payout when it wins. This highly profitable and capital efficient business model can turn small investments into supersized returns.
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Turn On, Clock In, Clock Out
This innovative business is the fastest-growing company in the HR-software industry, with a 1,200% increase in revenues over the last decade. With only 5% market share today, the company has a long growth runway to continue delivering market-crushing returns.
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Skin In The Game
This capital efficient global leader in cosmetic devices has grown revenues at more than 50% annually the past five years. But due to a series of short-term macroeconomic challenges, the business trades at a record low valuation, creating a rare buy opportunity
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Worldly Wisdom From a Great Investor
This holiday weekend, we’re honoring one of the all-time investing greats by re-publishing a slightly condensed version of a speech Charlie Munger gave at the University of Southern California Marshall School of Business in 1994 – along with commentary from our own expert team.
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A Top-Shelf Booze Maker at a Dive-Bar Price
This industry titan traces its roots back to 1759, and has since amassed an iconic portfolio of world-leading brands. A nearly 50% decline in its stock price due to temporary factors has provided a rare opportunity to buy this recession-resistant gem at its cheapest valuation in over a decade.
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The High Roller In Online Gambling
This capital efficient business is poised to profit from the boom in online gambling… and despite its incredible economics and growth trajectory, currently trades near historic low valuation levels.
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