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🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Premium members

Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

TOP PICK

Altria Group, Inc. is a holding company, which engages in the manufacture and sale of cigarettes in the United States. It operates through the following segments: Smokeable Products, Oral Tobacco Products, and All Other. The Smokeable Products segment consists of cigarettes manufactured and sold by PM USA, and machine-made large cigars and pipe tobacco manufactured and sold by Middleton. The Oral Tobacco Products segment includes MST and snus products manufactured and sold by USSTC, and oral nicotine pouches manufactured and sold by Helix. The All Other segment refers to the financial results of NJOY, Helix ROW, and the IQOS System heated tobacco business. The company was founded in 1919 and is headquartered in Richmond, VA. Social media mentions are up 2400% in the past 24h.

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🔒 Premium Content Alert – This buzzing stock opinion is accessible only to Premium members

Discover an exclusive list and analysis of the stocks that are trending on social medias—accessible only to our Premium subscribers. With a keen focus on the stocks that are setting social media ablaze, this weekly feature offers an invaluable lens through which to evaluate market movers. Say goodbye to the endless scroll through social media timelines; we curate the buzz so you can invest your time as wisely as your money. Unlock Premium Now.

TOP PICK

The Coca-Cola Co is the nonalcoholic beverage company, which engages in the manufacture, market, and sale of non-alcoholic beverages which include sparkling soft drinks, water, enhanced water and sports drinks, juice, dairy and plant-based beverages, tea and coffee and energy drinks. Its brands include Coca-Cola, Diet Coke, Coca-Cola Zero, Fanta, Sprite, Minute Maid, Georgia, Powerade, Del Valle, Schweppes, Aquarius, Minute Maid Pulpy, Dasani, Simply, Glaceau Vitaminwater, Bonaqua, Gold Peak, Fuze Tea, Glaceau Smartwater, and Ice Dew. It operates through the following segments: Europe, Middle East and Africa, Latin America, North America, Asia Pacific, Bottling Investments and Global Ventures. The company was founded by Asa Griggs Candler in 1886 and is headquartered in Atlanta, GA. Social media mentions are up 700% in the past 24h.

COMMENT
The global small-cap world.

He finds that the most interesting and profitable area of the market involves smaller businesses still run by talented teams. He tries to find the smallest companies he can so that he can own them for a long time. 

Likes cashflow growth of 15%, doesn't like debt (a performance-enhancing drug). Ideally, likes businesses that convert earnings to free cashflow, because you can't pay bills with net income.

COMMENT
Rotation from big tech to small caps.

No, he hasn't seen that. Most people are happy with their S&P exposure. But remember that 90% of the world's listed companies are small caps. From a diversification and a return standpoint, small caps are attractive.

Investors have a hard time selling things that have done the best, but that's often the time to rebalance. It seems that the past few years have seen people rebalancing into things that have done the best, rather than into EMs, small caps, or private markets. He doesn't think that every $1 should go into 7 stocks.

COMMENT
Travels the world to research companies?

Yes, and he visits the companies themselves. He and his team have been to about 15 countries in total over the past year, meeting with over 300 companies. Part of their job is getting to know the companies and the executives that run those businesses; the best way to do that is in person.

WATCH

Ace Beverage acquisition got him interested. Some really nice growth coming, but not all segments are growing. So it's not going to give him the consistent 10-15% growth rate of a great company. Last quarter showed 9%.

BUY
US bank recommendation.

Note that he's allergic to leverage, and most banks leverage up to give that 12-15% ROE. So he doesn't really love the business model.

This name is small, under $1B, no analyst coverage. Lots of respect for management, should continue to do well. Lends almost exclusively to law firms. Law firms pay out almost all their capital as partner distributions, so they need working capital at times to manage the business. 

SELL

Good business, but his Canadian portfolio has 15 businesses, so this one just hasn't made the cut on quality and growth. Quite leveraged, earning a narrow spread. Management change. So big, that next step in growth would have to be outside NA to move the needle.

WATCH

Still owned by founder, second generation. Has done the same thing for a long time; what changed is number of places they could sell to. Good business, but not a great price right now. 

DeepSeek was like a "man overboard" moment for a stock like this, as many own it simply as a beneficiary of data centre buildout. This sentiment makes it harder for the long-term investor.

DON'T BUY

Levered spread, but competing in niches where it's the largest. Potential for less risk and spread compression. Wishes he'd investigated further when it was cheaper. He wouldn't buy at this level, but it's been 6-9 months since he's taken a close look.

WATCH

Good business, decent ROIC. Multiple's not inexpensive. Lots of retailers are available under 13x with great ROIC. He continues to meet with management.

DON'T BUY

Liked that pet food is heavy (harder to purchase online and ship), so thought this would provide more protection. Challenging space, especially for a long-term investor like himself.

DON'T BUY

Good track record, meaningful insider ownership. Didn't like that it pays out most profit in distributions. Rather than retaining capital to grow, raises equity to do acquisitions. He likes companies being self-financed.