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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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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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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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.
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Special Anniversary Edition: Two “Cash Compounders” for the Price of One

To kick off Year #2, we’ve set our sights on an industry that’s deeply underappreciated… enjoys a unique quirk of financing that allows the strongest players to be ludicrously profitable… and is essential to the operation of civilization as we know it.
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Why Artificial Intelligence Investors Are Heading For A “Die-Up”

Could you make a fortune buying into the AI boom today? Perhaps. We would rather own a world-beating business in a sector that is uniquely underappreciated by investors. In this issue, we recommend one of the highest-quality businesses ever created.
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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.
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The Magic of OPM: Other People’s Money

Patrick didn’t set out to revolutionize an industry.

He just wanted to build houses.

During the roaring housing mania of 2005, the business he was building was a tiny fish swimming in a giant pond. He was trying to find empty lots to build new homes on. But land was scarce, and expensive. His competitors were multi-billion-dollar corporations, and they were scooping up property like marbles on the sidewalk.
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The “Paint-By-Numbers” 15% Compounder

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.
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