Edition #17January 03, 2021
Happy new year! 2020 was a year like no other from an investing perspective. We saw both the fastest crash and a large recovery in the space of just a few months. Who knows what 2021 looks like, but it’s unlikely to look the same as 2020.
A few changes to discuss:
- As well as new companies, I’m also going to make more space in this newsletter for revisiting companies mentioned in previous editions. As an investor, it’s paramount to revisit existing winners, monitor how the story develops and double down on companies with strong execution. With that in mind, you’ll see two updates on companies below.
- I’m also working on building out the full site for stockideas.club. I’ve always planned for the website to be a searchable directory of stock ideas mentioned in this newsletter, so it’s fun to start making that a reality. See the bottom of this email for how you can help me make it great.
Edition #16December 20, 2020
Today I discuss 3 companies disrupting traditional industries: insurance, property and media. In the case of company 2 and 3, they are also disrupting themselves, which represents perhaps the largest challenge in the business world.
All 3 have shown early signs that they are succeeding in their strategies, which could pay off big for patient investors.
Edition #15December 06, 2020
Today I discuss 3 companies with giant tailwinds behind them. Each of these industries have benefitted from a lockdown economy, but importantly these trends were already happening before the pandemic. Coronavirus has just been an accelerant.
Edition #14November 22, 2020
Payments has proven to be one of the major growth businesses in the digital era. The following companies benefit from some of the same tailwinds: developing markets with a large cash base, shifting to using card and digital payments, with a growing middle class and a shift toward e-commerce.
Edition #13November 08, 2020
As technology improves, it continues to be used across an increasing number of use-cases. Everyday tasks can often be helped with a technology solution that wasn’t available before. Great businesses have been built around solving these everyday tasks for a specific niche.
Edition #12October 25, 2020
China is the most populous country in the world with a growing middle class. Chinese companies benefit from huge growth within a single domestic market, before needing to internationalise. And like all other economies, it is becoming increasingly technology-focused and forward-thinking.
Edition #11October 11, 2020
In this weeks edition, I look at 3 under the radar stocks. I highly recommend the presentation I link to in the first stock idea. Even if you’re not interested in the stock, the turnaround story is fascinating.
Edition #10October 04, 2020
The last week of September saw a slight upward move in the markets. The month as a whole was down - the first since March. Politics in the US is becoming front and centre in investors mindset, with continued negotiations around a new stimulus packages as well as the news that president Trump has contracted COVID-19.
Edition #9September 27, 2020
Markets continued to face some resistance for the third week in a row. Money seems to be rotating through the market, rather than leaving altogether with many expecting further support packages for the economy.