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.

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.

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

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.

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.

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.

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.”