Details, Details, Details
It may be the NASDAQ’s best-ever annual performance, but even the mighty tech-heavy index doesn’t make us shy away from displaying some of our massive winners in the first six months of the year.
You know, I’ve watched the movies “The Green Mile” and “Shawshank Redemption” probably 30 times each, and I like them just as much as I did on the first go… some things are made with such high quality that they’re world-class be it today, tomorrow, or in 20 years.
The businesses in OUR PORTFOLIO are world-class, and I think they will continue to crush the average NASDAQ component throughout the remainder of my life.
The major economies of the West (the U.S., Europe, the U.K., and Japan) are fairing much better than anyone had anticipated, and if central banks are able to finish their rate hike cycle without bringing on a recession while returning to normal costs of borrowing and forcing governments to think twice about deficits, we have a great economic engine to keep enjoying solid profitability and growth from world-class businesses.
Take TTD as an example. This is one of the best companies in the world and my favorite advertising business.
It is crushing it in 2023, and we were able to point it out to you at $42/share.
Even SITE, a landscape retail dominator and one of my top housing holdings, has beaten the NASDAQ this year:
Courtesy: Zerohedge.com, Bloomberg
93% Of Investors Generate Annual Returns, Which Barely Beat Inflation.
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It comes down to resiliency, and the developed economies have shown it in spades.
There’s no way around it; the consumer is also waking up from their doom predictions, shopping, and daring to dream about home purchases again.
Courtesy: Zerohedge.com, Bloomberg
While the NASDAQ’s one-year return sits at 32%, my cherished RH, the company that I am betting big on to cater for the rich, has done much better.
If you haven’t researched our portfolio thoroughly, this one should be one of the first companies you listen to the conference call of.
It reminds me of listening to ServiceNow’s CEO (my favorite CRM company) or Jeff Bezos and Steve Jobs when they were in hyper-growth mode… these are extremely ambitious people that are changing the world and following their visions.
The company NOW is simply to die for.
Their retention rate is next to mathematically impossible… if you engage ServiceNow, chances are you will stay with them for life.
Look, America remains the number one place in the world for doing business, and I don’t see that changing whether we have someone young, old, with red hair, or a Kennedy in office.
America advances on its wit and free enterprise system:
Next up, this Thursday/Friday, we will publish the companies from our portfolio that we think are attractive now.
On top of that, we will update new entry points (limit prices) for the rest of the portfolio, which is currently too expensive to build new positions in.
What a year!
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