The DIY Business With 21% Returns

Nearly every American lives within a short drive of this capital efficient retailer… a household name that sells around 40,000 items… has been crushing the competition for decades… and continues to dominate amateur and professional markets alike.
Read More …

A Champion Company That Plays to Win

Now that we’ve freed up capital ahead of the financial panic, we can build a shopping list of the world’s best businesses. In this issue, we’ll unpack one of the greatest endorsement deals of all time – and show how it transformed one company from a struggling industry laggard into a classic “forever stock.”
Read More …

Elon’s Original Money Machine Reboots

Today, we introduce a leading digital payments company, with a dominant competitive position and world-class capital efficiency. Recent operational stumbles have created a near record discount in its share price, but we make the case for a rebound and 20% compounded returns from here.
Read More …

A Dirty Energy “Fortress” With A 25% FCF Yield

Trillions spent on “renewable” energy sources like wind and solar have failed to make a dent on fossil fuel consumption. And the lack of investment in fossil fuels is creating energy shortages around the world… unleashing a cash flow windfall for one of the world’s most hated commodity producers.
Read More …

A “Gold Digger” That Gets Paid to Do Nothing

Unless central banks and policymakers are willing to deal with a major credit crash, all roads lead back to lower interest rates and more money printing. That’s why we believe now is the time to safeguard your wealth from the demise of fiat currencies with the two ultimate stores of value.
Read More …