This Standout Name Needs No Introduction

One of the best strategies for long-term outperformance is to ensure one owns shares in the best businesses globally, given that winners tend to continue winning. The tricky part about this strategy is buying these businesses at the right price, given that the top 25 businesses globally rarely head onto the sale rack from a…

A Turnaround Story In The Restaurant Space

One of the hardest-hit industries has been the restaurant space, which isn’t surprising given that restaurant brands have had to deal with rising food costs and rising wages to properly stock and staff their restaurants. However, with inflation seemingly peaking this fall, we’ve seen a dramatic recovery in many restaurant names. Restaurant Brands International (QSR)…

Small-Cap Outperformer in the Retail Sector

In a market that remains overvalued relative to historical levels after spending time near DotComBubble-like valuations in Q4 2021, finding large safety margins can be difficult, despite the near 30% correction in the S&P-500 (SPY). This is because this correction has occurred from extremely lofty valuation levels, meaning we may need an abnormally large correction…

AXNX: A High-Growth Med-Tech Company

While bull markets can be exciting, they typically provide much less opportunity and make stock-picking much more difficult. This is because almost everything goes up in a bull market, regardless of quality, making it more difficult to separate the wheat from the chaff. Hence, bear markets are where the real opportunity lies to uncover future…

Restaurant Stock to Buy the Dip

Warren Buffett, Joel Greenblatt, and Charlie Munger are some of the most successful investors of all time, and much of their fortunes have been amassed by buying great businesses when they’re on the sale rack. The tricky part about this strategy is that these high-quality companies rarely show up on traditional value lists from a…

TRP Just Entered a Low-Risk Buy Zone

The volatile market environment has made it more difficult for investors to generate positive returns this year. This is especially true for investors that chased growth in Q1 or focused on unprofitable stocks. However, one area that has outperformed after more than a decade of underperformance relative to growth is value stocks. The major benefit…