Hi there,
Today I am adding a new position to my portfolio.
The most interesting thing of this new position is that, as I conducted by research, I realized it has several things in common with several companies in my portfolio that have been successful investments thus far:
Constellation Software (≈17% CAGR since my first purchase)
Stevanato Group (≈43% CAGR)
Medpace (≈258% CAGR)
I explain what my new position has in common with these companies in the in-depth report I share below, but let me make a quick summary.
The business somewhat reminds me of Constellation’s business model and switching costs.
The resemblance to Stevanato comes from captive growth, which makes the business’ growth less reliant on external factors.
Finally, the business is run by an outsider with a significant stake, just like Medpace.
The stock is also 40% down from highs and considerably cheaper than peers despite not being of inferior quality.
Just as a heads up, the price of Best Anchor Stocks increases tomorrow from $399/year to $449/year.
If you want to have access to all the content and today’s in-depth report, make sure to subscribe before the price increase:
So, the company that I am adding to my portfolio is…