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.”
Hershey is a powerful real-life example of my signature capital efficient investing approach. And it’s now approaching an attractive valuation for the first time in years.
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.
Every spring I hear the talking heads in the financial media utter the same phrase… Sell in May and go away! What they’re referring to is an old adage telling investors to sell their stocks ahead of the summer and reinvest in the fall. And it’s some of the worst advice ever.
The U.S. housing market faces the prospect of a decade-long supply crunch. Today, we’ll introduce our next play on America’s housing shortage, and one of the most capital efficient business models we’ve come across.
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.
Last year’s sell-off in technology stocks crushed the shares of internet-infrastructure giant Amazon. But a recent momentum shift in the share price signals big gains may lie ahead.
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.
When a company has a dominant brand with pricing power, robust profit margins, and high capital efficiency, the returns can be enormous. Today, we’ll introduce a company that checks all these boxes and has used every downturn to acquire weaker competitors and take market share.
The type of situation we’ll introduce today doesn’t come around often, but when these opportunities arise… they can make you fortunes, even during bear markets. It is the ultimate safe play for a high-risk market.