Sublime

Since launching Best Anchor Stocks on Substack I've published in-depth reports on... Deere $DE (free) FRP Holdings $FRPH Five Below $FIVE Diageo $DEO Hermes $RMS Atlas Copco $ATLCY Stevanato Group $STVN (free) Keysight Tech... See more

Just published the 3rd part of my deep dive on my most recent addition to my portfolio. I go over how the company complies with the Best Anchor Stock traits. In the first article I uploaded on this company I shared for free the short investment thesis. 🔗 in bio (s-stack)

My favorite stock picks for 2024 Since the 1st of October my Portfolio outperformed the S&P 500 by 10%. But what about 2024? Here are some of my favorite stocks: https://t.co/ETxVPKvZAF

My top pick for 2025 is Cheniere Energy $LNG! (+90%) Here's a short summary or checkout my youtube video in the comments👇 $LNG has 17 years worth of contracts based on a fixed fee of $2.5/mmbtu + a lifting margin, which makes it more of an infrastructure/export bet than a pur... See more

Here are the most undervalued companies in my watchlist. The intrinsic value divided by the price today is the margin of safety. $DG: 60% $SWKS: 55% $KR: 54% $RTX: 50% $BTI: 49% $IFF: 46% $CVS: 42% $ELV: 41%___LINEBREAK_... See more

Top 5 positions of Howard Marks ▪️Torm PLC (20.3%) ▪️Chesapeake Energy (10.8%) ▪️Vistra (7.8%) ▪️Star Bulk Carriers (6.6%) ▪️Sitio Royalties (4.9%) https://t.co/omXlQ2Yall

Echo Street’s top 10 stocks (@thetikr): 1. Microsoft ($MSFT) 2. Visa ($V) 3. Linde Plc ($LIN) 4. Sage Group ($SGE) 5. Marsh & McLennan ($MMC) 6. Paycom ($PAYC) 7. Avalonbay ($AVB) 8. Ceridian ($CDAY) 9. Appfolio ($APPF)... See more