This Bermuda-based P&C insurance company made a series of strategic moves over the last few years, with the same objective in mind – to transition the company away from volatile and lower-margin insurance and reinsurance underwriting toward higher margin specialty insurance… And it’s worked.
Following last week’s Daily Journal series on the growth of crypto stablecoins, we’ve heard from several readers asking for guidance on how to invest in this trend. So, in this week’s issue, we’re going to share not only what we recommend owning to benefit from this trend… but also how to own it safely.
We believe two of the companies we are including as the 3 “Best Buys” in this issue offer the best shelter against a slowing economy. The third is one of the most exciting growth stories we’ve come across in years, and will soon become the leading exporter of cheap American fossil fuels. We recommend investors put these names at the top of their “buy” list.
Legal monopolies all have similar traits: They have dominant market share, they have enviable pricing power, and given a lack of alternatives for customers, these companies likely have highly predictable and mostly recurring revenue streams. All of that means big profit margins that flow to the bottom line.
We believe the three companies we are including as the 3 “Best Buys” in this issue offer the best shelter against a slowing economy, and the greatest opportunity for share-price appreciation regardless of what happens next. We recommend investors put these names at the top of their “buy” list.
In the heart of America’s Corn Belt, the company whose bond we recommend in this issue has quietly transformed itself from a traditional ethanol producer into a biotech innovator – unlocking more from every kernel of corn than anyone thought possible.
