The Big Secret on Wall Street, our flagship publication, focuses on capital efficient stocks – finding world-class businesses that prioritize returning significant cash to shareholders. In our view, this is the simplest and surest road to permanent wealth.
We are opportunistic in the types of capital efficient businesses that we seek. Some are long-term investments that we recommend buying and holding forever. Others may be shorter-term plays in massive long-term trends like energy and commodities or tech stocks. We find ideas across all sectors of the market, and we are always on the lookout for a chance to buy great companies at discounted prices.
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.
Over the last several years, the U.S. jobs market has gradually transitioned from red hot to lukewarm. But in the last several months, the labor market has gone from lukewarm to ice cold. In this issue, we look at five companies that we feel will be resilient to any economic downturn that might result from this.
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.
When used correctly, selling puts is an incredibly powerful strategy that gives everyday investors the chance to generate income, reinvest in other opportunities, or to purchase equities at below-market prices. But if used indiscriminately, this strategy can easily wipe out a portfolio. Today, we discuss how to do it the right way.
We look at how the portfolio of six stocks we expected to benefit from the second Trump administration has performed following the U.S. president’s first 100 days in office.
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.
We look at how the portfolio of six stocks we expected to benefit from the second Trump administration has performed following the U.S. president’s first 100 days in office.
In the bond market, the key to success is avoiding default. In the stock market, the key to success is even easier: it's to only sell puts on stocks that you're genuinely happy to own and at a strike price that reflects an excellent value.