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:, Bloomberg

93% Of Investors Generate Annual Returns, Which Barely Beat Inflation.

Wealth Education and Investment Principles Are Hidden From Public Database On Purpose!

Build The Knowledge Base To Set Yourself Up For A Wealthy Retirement and Leverage The Relationships We Are Forming With Proven Small-Cap Management Teams To Hit Grand-Slams!

    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:, 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!

    Best Regards,

    Governments Have Amassed ungodly Debt Piles and Have Promised Retirees Unreasonable Amounts of Entitlements, Not In Line with Income Tax Collections. The House of Cards Is Set To Be Worse than 2008! Rising Interest Rates Can Topple The Fiat Monetary Structure, Leaving Investors with Less Than Half of Their Equity Intact!

    Protect Yourself Now, By Building A Fully-Hedged Financial Fortress!


      We are not brokers, investment or financial advisers, and you should not rely on the information herein as investment advice. We are a marketing company. If you are seeking personal investment advice, please contact a qualified and registered broker, investment adviser or financial adviser. You should not make any investment decisions based on our communications. Our stock profiles are intended to highlight certain companies for YOUR further investigation; they are NOT recommendations. The securities issued by the companies we profile should be considered high risk and, if you do invest, you may lose your entire investment. Please do your own research before investing, including reading the companies’ SEC filings, press releases, and risk disclosures. Information contained in this profile was provided by the company, extracted from SEC filings, company websites, and other publicly available sources. We believe the sources and information are accurate and reliable but we cannot guarantee it. 

      Please review our entire disclaimer at