Prepare for a once in a generation wealth creation opportunity with Crack The Market
Doubling my idea generation output (for the same price!) in a historic time to help you grab this opportunity to build long term wealth
Hi everyone! As you are reading this, the market is melting and investors throughout the world are panicking and selling their holdings with no floor in sight.
As I wrote last week, we are entering a Golden Age of Uncertainty, unleashed by Trump’s tariffs. I believe that investors should understand that this administration has a principled view about resetting globalisation to bring back manufacturing jobs to the US and they want to reset the fiscal and monetary balance in the US, no matter the cost.
As investors panic, I think you should remain calm and focus on understanding what you own and what you should own for the next years and decades and use this incredible selloff to build positions in those stocks. These are the times when wealth is made.
As Warren Buffet once said:
If you are going to be a net buyer of stocks in the future, either directly with your own money or indirectly (through your ownership of a company that is repurchasing shares), you are hurt when stocks rise. You benefit when stocks swoon. Emotions, however, too often complicate the matter: Most people, including those who will be net buyers in the future, take comfort in seeing stock prices advance. These shareholders resemble a commuter who rejoices after the price of gas increases, simply because his tank contains a day's supply
This is where I come in. We are entering the age of resilience and sovereignty, a subject I have spent years researching and investing in.
Given the context, I have decided to accelerate my offering and double the amount of deep dives and ideas I will put out, for an indefinite period. This means that you will now get at least 2 company deep dives per week (actionable ideas with institutional level quality research).
The pricing of the subscription is not changing, meaning you will get twice as much for your buck!
Over the coming weeks and months I will mostly release deep dives into companies and sectors that fit into the three themes that I see winning in this age of tariffs and deglobalisation: resilience, sovereignty & reshoring, China.
You can already read my first 9 deep dives, all of which I see as winners in this new world of tariffs and deglobalization:
ASML (reshoring & China idea): The most innovative company in the world will 2.5x its EPS by 2030.
LKQ (resilience idea): The most defensive business in the auto industry is a tariff winner and could become a compounder.
Atlas Copco (resilience & reshoring idea): The best industrials business in the world is on sale, extremely resilient and will benefit from US reshoring.
Badger Meter (resilience idea): The perfect business in the perfect end market, water meters are the definition of resilience.
Knorr Bremse (resilience idea): Who knew making brakes was this lucrative? Rerating with self help story and upside from German infra plan.
Flex (reshoring idea): The electronics manufacturing giant building Nvidia’s servers and enabling reshoring is becoming a better business.
Itron (resilience & reshoring idea): Riding the grid investment super cycle and enabling smart grids.
Roper (resilience idea): A resilient cashflow compounder in the software space with inflecting growth.
RELX (resilience idea): The company to own forever – one of the very best businesses on Earth.
Subscribe to join the Crack The Market community and prepare for this once in a generation entry point in the market to build long term wealth.
Disclaimer: The information provided on this Substack is for general informational and educational purposes only, and should not be construed as investment advice. Nothing produced here should be considered a recommendation to buy or sell any particular security.