Industry Write Ups

Learning to say "no"

Cement companies and their drawbacks

Feb 5 •

Best Anchor Stocks

Two Attractive Industries That I Thought I Would Never Like

Before jumping right into this article, just a quick heads up. I wanted to let you know that I recently published the Best Anchor Stocks Annual Recap in…

Jan 18 •

Best Anchor Stocks

Understanding the (true) luxury industry

Everything you need to know about an industry with great unit economics and durability.

Dec 11, 2023 •

Best Anchor Stocks

A Resilient Growth Industry, But Not Without Challenges

Definition, growth opportunities, competitive advantages, players, risks...

Oct 6, 2023 •

Best Anchor Stocks

All You Need To Know About Semiconductors

The most important industry in the world?

Jul 11, 2023 •

Best Anchor Stocks

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