Medicine 3.0: Investing in Ways to Live Longer
If you care about maximizing your net worth, you should care deeply about longevity – this issue looks at how to look after both.
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Portfolio Update
The Busted IPO With 10x Upside
In addition to its thriving e-commerce segment, this company has also created online grocery and restaurant delivery services and the largest domestic streaming service in its home country in southeast Asia.
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The Buyout Brothers’ Profit Machine
In this month’s issue, we focus on a serial buyer of businesses that for 40 years has been acquiring good companies and making them even better.
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Maintaining Patience As Volatility Rules
The Activist Investor portfolio continues to ride the waves of volatility. This update reports on those up and down movements and on some exciting things that have happened across all our stocks.
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Risky Bonds Should Not Mean a Risky Portfolio
Because distressed-debt investing can be risky, this month’s update focuses on proper position sizing within a portfolio, plus some recommendations for investors new to this sector.
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Bulls Balls
For only the third time in history, a new energy drink has surpassed the billion-dollar mark in annual sales in the U.S. But this company is not only taking market share from its two main competitors but it’s expanding the size of the overall market.
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Down Goes Distress… For Now
Right now the bond market is not sending very many distress signals. But if the mood shifts, we could suddenly have many more bonds trading at yields that make them appealing to investors with the appetite for high risk/high reward.
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The Basement Experiment That Became a $2 Billion Best-Seller
In a world of constant change, one thing remains steady: Americans love for chocolate. Today we focus on the ultimate “forever stock.” Backed up by more than a century of brand power, this business will remain as relevant for our children and grandchildren as it was for our parents and grandparents.
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Two Brothers, One Multibillion-Dollar Shoe
While this company may not be familiar to many people, its iconic brands certainly are. But because of corporate missteps, the owner of these gear and apparel makers has hit hard times — which we now see as an opportunity
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Cashing In at the Courthouse
The “Fixer,” a leading global provider of litigation financing, funds lawsuits and takes a cut of the payout when it wins. This highly profitable and capital efficient business model can turn small investments into supersized returns.
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