A Profitable, Repeatable, and Scalable Model
In-depth analysis into an interesting company going through some bumps
Hello and welcome back to Best Anchor Stocks,
This is the second deep dive I upload here. Don’t forget that the first one was on Deere and is available for free subscribers. That deep dive should help you gauge the kind of in-depth research we upload at Best Anchor Stocks:
The company profiled in this article could not be more different to Deere. It…
Operates in a widely different industry
Is around 20x smaller (both in revenue and market cap)
Has a much shorter operating history
…
I could go on and on, but this simply shows that quality can take many shapes, forms, and sizes, which is what’s great about investing. The one thing these companies have in common is that their respective industries are entering a challenging period. While Deere’s stock is known for “basing” through such periods, the stock of the company profiled here is currently down 46% year to date and down 51% from all-time highs. It’s a pretty volatile stock that has been down 50% or more three times over the last 4 years (of course, the uncertainty regarding the pandemic has played a role in such volatility).
In this in-depth report I will go over the following topics…
Section 1: Brief investment thesis and what the company does
Section 2: Competition, the Moat, and Risks
Section 3: How the company complies with the Best Anchor Stock traits
Section 4: Current status and latest results
Section 5: Final thoughts