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Hi Friend 👋
I need to be honest with you.
I’m excited.
Incredibly excited.
Why?
Quality is getting absolutely hammered right now.
Just look at this chart:
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It has been seen since 1999 (!) that quality has been so cheap compared to the market.
Even someone like billionaire Bill Ackman said you should buy quality today:
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I think this will set us up for great returns in the years ahead.
It’s like buying a Ferrari for the price of a used bicycle.
You know what makes it even more interesting?
Our Portfolio keeps generating more and more cash.
We’re even on track to hit our goal of generating $1 in Free Cash Flow per minute.
Think about it for a second…
Your portfolio is working for you 24/7.
No matter whether you’re sick, on the beach or sleeping.
That’s passive income baby.
Here’s what the evolution of the Free Cash Flow for Our Portfolio looks like:
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The funny thing?
While the value of our companies is going up, the market is sleeping.
Today I see the 3 incredible opportunities in the market.
Stocks I expect to do massively outperform in the years ahead.
Opportunity #1: The opportunity of a century
This business is an absolute compounding machine.
It’s a serial acquirer that buys small software companies, integrates them, and lets them grow.
The stock is up +17,000% since 2006.
And yet, I think this is only the start.
The CEO has built one of the most incredible capital allocation track records I’ve ever seen.
They generate massive amounts of cash. And they reinvest every single dollar at high returns.
It’s a textbook example of a wonderful company.
But here’s what most people miss: The stock is trading at its cheapest valuation level ever.
Today is the time to buy this amazing company if you ask me.
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Opportunity #2: The cheapest valuation in 10 years
This company is just amazing. They are changing a certain industry in the United States.
Most investors overlook this company because it’s ‘a very boring one’.
But here’s the thing: this stock is trading at its cheapest level in the past 10 years.
It’s a compounder of the highest order.
The stock increased by +1.700% since 2016.
$10.000 turned into $170.000 in less than 10 years.
The track record speaks for itself:
Consistent revenue growth year after year
Margins that keep expanding
A management team with serious skin in the game
And you can buy it at a wild discount today.
When I look at the fundamentals versus the valuation, it just doesn’t make sense.
The market is giving us a gift.
And gifts like this don’t last long.