High Conviction

Weight-loss drugs are not this company’s only game. It also had positive trial results on other medications, but GLP-1s continue to be the biggest focus area for investors. And its revenue growth from expanding future pipelines should only expand from here.

A global version of Berkshire Hathaway, this Japanese firm doesn’t merely own a collection of great businesses, it controls entire industries, but never directly.

The company we’re presenting as a High Conviction investment is one of the world’s most well-known and established brands. It was founded in 1894, and has generated double-digit returns for decades. And because of a recent rise in the price of one of its main ingredients, its share price has come down to a level that makes it an attractive buy.

This company went from making addictive products that can kill you, to making addictive products that don’t kill you, and it’s generating huge margins doing so. It has all the ingredients of a high-conviction opportunity, when investors can make money with almost 100% certainty.